As the Director of Financial Services, John is responsible for overseeing the investment, insurance, financial planning, and tax services of the firm. Prior to joining Turning Point, John worked in the Wealth Management industry in Western and Central Pennsylvania. He has over 20 years of experience as an Advisor and Financial Planner.
John’s passion is to help clients achieve their financial dreams and he believes that a comprehensive financial plan is the foundation of making those dreams a reality. John earned his Certified Financial Planner TM (CFP ®) designation in 2001 because he felt that financial planning was the best way to help people throughout their lifetimes.
John is an alumnus of the University of Pittsburgh. He has served on numerous charitable boards and enjoys helping the community. He has done a number of speaking engagements on various financial topics and the benefits of financial planning. He has a wife, Julie, and 2 daughters, Courtney and Abigail.