John joined Pinnacle Investments in January of 2020 but began in the investment industry in 2012 with a global financial services firm. John approaches client relationships with a desire to learn, collaborating with individuals and businesses to develop comprehensive financial plans and investment strategies. Through a clearly defined planning process, John works to identify specific goals and implement action steps, then will review regularly to evaluate progress.
John is a Financial Industry Regulatory Authority (FINRA) General Securities Representative (Series 7), State Securities Agent & Registered Investment Advisor Representative (Series 66), and NYS Insurance Licensed for Life, Accident & Health.
John and his wife Lisa live in Tully, NY in an 1890 farmhouse with their two children, Evelyn and Harrison.
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