About:
As a Partner & Chief Compliance Officer, John specializes in retirement planning,
estate planning, tax planning, and 403(b) plans.
Experience:
With 30+ years of experience, John understands how to create unique financial packages based on each client’s needs that maximize returns and pass on the largest possible portfolio of wealth to beneficiaries. He excels in estate and tax planning and will work with each client to enhance their financial well-being.
Accreditations:
John holds FINRA Series 6, 7, & 63 licenses, and a Life, Accident, and Health License.
Industry Affiliations:
John is a founder of the NYS Financial Planning Network, an organization of independent financial planners throughout New York State and is involved in the Million Dollar Round Table, the world’s leading life insurance & financial service association.
Community and Pro Bono:
John is heavily involved in the community, currently serving as a committee member for Kids Escaping Drugs and as a board member for the Boys & Girls Club of Orchard Park. He is a former board member of West Seneca & Red Raiders Hockey, former Board President for the West Seneca Chamber of Commerce, and was also a consultant for Junior Achievement, a judge for DECA, and has coached several youth sports teams.
Business Insurance
Employee Benefits
Risk Management
Personal Insurance
Retirement Plans
Wealth Management
Lawley Medicare Solutions
Industry Specialties All Services
