John joined Cross Coastal Advisors in 2015 after successfully growing his business at Commonwealth Financial Group in Burlington, Vermont. He relocated to Boston, Massachusetts, and now lives in Amherst, New Hampshire, where he continues to expand his planning practice. John works with a wide range of clients from business owners in the trades to families with young children and individuals pursuing supplemental income opportunities, including real estate ventures. He brings deep enthusiasm for comprehensive financial planning, implementing forward-thinking investment and risk management strategies tailored to each client’s unique goals.

John recognizes that financial planning is more than just numbers and is often an emotional and deeply personal process. After experiencing the sudden loss of his mother in childhood, he understands the importance of being financially prepared for life’s unexpected events. This experience continues to drive his commitment to client education and thoughtful guidance. He strives to make planning approachable and empowering, offering sound financial strategies with empathy and perspective.

John resides in Amherst with his wife Emily, their daughter Daisy, and a few pets. Outside of work, he enjoys outdoor adventures, traveling, and exploring entrepreneurial opportunities. A seasoned traveler, John has visited 49 out of the 50 U.S. states. He is a recipient of the 2021 NAIFA 4 Under 40 Award* and a proud Eagle Scout demonstrating integrity, service, and leadership in all aspects of his life.