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John is a Certified Financial Educator and Publisher. His company provides organizations, professionals, and marketers the tools and training to educate and motivate their employees and customers in personal finance and benefits.
Several years ago John had his own Independent Registered Investment Advisory firm. With his investment advisory, securities and insurance licenses, he helped people plan and invest for their retirement and for their other dreams. To better understand and help with their future, he also earned his Registered Financial Gerontologist certificate. He enjoyed helping his clients. But there was something else that he enjoyed even more.
As a Certified Financial Educator, John was asked by different organizations to present to their employees or members on different financial and insurance topics. This he loved to do. However, compliance in a highly regulated industry made this very difficult.
So, he hung up his advisory and securities licenses (he keeps his insurance license just to teach CE).
He now has delivered numerous financial talks, seminars, workshops and materials to organizations including Bank of America, Bon Secures, Capital One, GAO, EVMS, KPMG, and The Virginia Retirement System. He’s also been contracted to represent Aetna, Ascensus, United Health Care, Lincoln Financial, Vanguard, and others.
In addition, he helps both individuals and professionals. He publishes articles, books and websites on the sources of personal finance and motivational content, theory and delivery. He’s also given interviews for publications such as The Daily Press and The Winston Salem Journal on personal finance issues.
To add to his real world experience, John has over 30 years of experience in corporate & personal finance consultation, presenting and training. He’s a Certified Financial Educator, Registered Financial Gerontologist, Microsoft Certified, and certified in numerous financial, educational, and marketing applications – SalesLogics, IMIS, Timberline, etc..
John was a pre-med major at the Ebery College of Science, Penn State University, where he’s a Lifetime Alumni Member and Rugby Alumni. He later returned to PSU as coach of the Rugby Team. He studied Financial Education (RFE) at HIFE, Financial Gerontology (RFG) at UNC-Greensboro, Retirement Income (CIS) at the Institute of Business & Finance, and Classical Greek at UMBC.
A representative list of past and present organizations: The Financial Planning Association, The American Institute of Financial Gerontology, ASTD and the RASTD Consultants Group, The Expert Panel for personal finance for Senior Navigator; The Director of Workforce Readiness for SHRM, The Richmond Compensation Association, VSCPA, VA Business Coalition on Health, and The Peninsula Task Force on Aging. He also served in the U.S. Marine Corps.
John lives with his wife, Melanie, a CPA, outside of Williamsburg, VA.
Specialties: Personal finance and motivation presentations, seminars, articles, webinars, materials, representation, coaching & websites.