- Graduated with a degree in accounting from UMass Amherst
- CERTIFIED FINANCIAL PLANNER® professional since 1987
- John has earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360 and has received formal training in investment fiduciary responsibility
- Fellow of the Life Management Institute (FLMI)
- Registered Representative, Commonwealth Financial Network®
- Investment Adviser Representative, Commonwealth Financial Network
- Member of the Financial Planning Association