John is a Financial Planner with Alera Group, assisting both individual and business clients in all areas of financial planning (investments, insurance, college funding, estate planning, retirement and tax strategies).

John is an independent advisor, with the ability to provide solutions that are tailored to his clients. Each of his client’s needs are different; so is every financial plan. There are no cookie-cutter solutions.

John graduated from Northern Illinois University with a degree in Finance, Investments & Banking, a minor in Accounting and is a Certified Financial Planner™. John also has his Life and Health Licenses, along with having his Series 7 and Series 66 for investments and investment advisory.

John lives in Lombard, IL with his wife, Katie, and has 3 children, Patrick, Grace and Sean. He enjoys golf, softball, football, basketball, music, and spending time with family and friends.

Education: B.S. Finance/Accounting, Northern Illinois University
Credentials: Certified Financial Planner™ (CFP®)

Investment advisory services offered through Alera Investment Advisors, LLC. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

CA license # 0I37979