Professional Overview

John is an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, he concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, John shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.

In 2024, John took on the role of Chief Investment Officer for SixPoint Financial Partners, where his focus is helping advisors and clients navigate today’s markets with a process built on economic fundamentals, technical analysis, and tactical asset allocation. With a disciplined focus, John designs portfolios that adapt to the market cycle – all while keeping communication clear, grounded, and client-first. He believes good investing comes from insight, structure, and staying one step ahead. John believes our role is to be a steady hand, take a long-term view, and have a genuine partnership with each client.

Outside the Office

John resides in Webster, NY, with his wife, Shelly, and their three children- Jack, Nick, and Tessa, and their Lab/German Shepherd mix, Gizmo. John loves to watch his kids’ sports and activities, and coach whenever possible. When he’s not at the little league fields, cross-country course, or a dance recital, you can probably find John fishing, playing golf, reading, or hiking.