President, Wealth Advisor
Custom Wealth Management
Having started as a traditional sales representative, in 2002, John transitioned his practice to a fee-based advisory approach by providing estate, retirement, investment and business owner planning strategies for high net worth clients across 22 states. He currently maintains offices in Syracuse, New York and Vienna, Virginia. During his 15 year tenure with Sagemark Consulting, he was named Planner of the Year for the New York Region of Sagemark Consulting for all but 1 year. He has been featured in The Wall Street Journal, Advisor Today and Round Table Magazine on multiple occasions and was named to the Four Under Forty in the United States. He has presented internationally for various organizations including MDRT, FPA, NAIFA and other industry associations and organizations. When not working, you may find John golfing, boating or traveling with his wife Kristin and their two sons, Andrew and Cooper and daughter Paige.