John is a licensed attorney with a focus on taxation and estate planning and an Accredited Estate Planner (AEP®). As a Wealth Advisor, he works with individuals at all stages of their careers and throughout retirement, focusing on aligning clients’ tax and estate planning goals with their financial goals. He has significant expertise in equity compensation and liquidity planning for executive teams and employees experiencing liquidity events, such as IPOs, mergers, and acquisitions.
John has extensive experience in portfolio management, financial planning, and taxation. He combines these areas of expertise to help clients achieve their long-term financial goals in the most tax-efficient way possible. He also draws on his background in law and estate planning to ensure that each client is positioned to achieve their short-term goals while providing for any legacy they wish to leave behind.
John lives in Braintree, MA, with his wife and their three children. When not working, he enjoys coaching his kids’ sports teams, reading, and thinking about playing golf.
John has worked as a financial advisor for over 15 years. Prior to that, he practiced law in the Boston area. He holds a BS from Western New England College, a JD from Western New England College School of Law, and an LLM in Taxation from New York University School of Law. He is licensed to practice law in Massachusetts and is a member of the Massachusetts Bar Association (MBA) and the Boston Estate Planning Council (BEPC).