Oversees the insurance operations for the firm

Experience includes expanding and deepening client relationships by leveraging beneficial insurance products and services

Specializes in helping clients better understand their insurance policies, so they are purchasing the right type of insurance to fulfill a particular need at the most competitive price; clarifies the process of acquiring insurance and conducts policy reviews of existing contracts to help clients understand the coverage in force and decide if and how benefits can be maximized

Following a career in law enforcement, John entered the financial services industry and has spent the past 31 years in several roles including retail financial services and management roles; also served as vice president of business development at a marketing firm

Holds life and health insurance licenses in several states across the United States

Has won numerous awards throughout his career, including the UBS Award for Service Excellence and the William Kennedy Award for Excellence for the UBS Leadership Management and Development Program for Branch Managers

Achieved club-level production as a retail advisor (Pacesetters Award) and (PMLA and Top 50 Agents Award)