John holds a degree in Economics from Williams College and has been a financial advisor since 1989. Research papers he has written on a broad range of financial planning topics have appeared in numerous peer-reviewed academic and professional journals. Papers he co-authored on retirement income sustainability won the 2008 and 2010 Certified Financial Planning Board of Standards and International Foundation for Retirement Education Best Paper awards, respectively. His most recent contribution, The Determinants of Nest Egg Sustainability, was a Finalist in the Journal of Financial Planning's 2016 Academic Research Competition. He is also a co-founder of Nest Egg Guru, a unique retirement planning application that enables users to more realistically stress test their retirement savings and spending strategies and to easily see how changing variables within their control may impact their results.
John is recognized as a thought leader for the financial planning industry, particularly on ethical and regulatory issues facing the profession, and his commentary regularly appears in nationally syndicated news media. He has also been a frequent contributor to online consumer advice forums Advisor Insights and Ask an Advisor.
Most importantly, John holds dear the loyal, lasting relationships he develops with clients. He adamantly believes that the clients' interests must come first and is constantly seeking new ways to add value to the families he serves.