John is a financial advisor in Prime Capital Financial’s Milford, CT office. In his role, John helps his clients work toward achieving their life’s ambitions by creating customized financial plans based on their unique goals. His process starts with one very important step: listening to the client. John takes the time to learn about the client’s needs, values and dreams, and bumps those up against their time horizon and risk tolerance. This mix of information is used to coordinate with a team of experts to create an investment plan, which serves as a roadmap guiding the client’s path forward.

The ultimate measure of success for John is when he has helped his clients achieve their financial goals so they may realize their retirement dreams.

John earned a Bachelor of Science in Management and Marketing from Fordham University. He holds his SIE, Series 7, Series 66, and CT Life and Health (NAIC) designations. John is securities licensed in multiple states.

In his spare time, John enjoys playing golf, spending time with family, and going to his youngest daughter’s soccer and basketball games. He is active in his local church and is a past board member of a local foundation created to help children with autism. Friends since high school, John married his wife, Lisa, more than 30 years ago. They are raising three wonderful daughters – Kaylee, Natalie, and Olivia. The family resides in Orange, CT with their dog, Stella.

Learn more about Financial Network Limited, a Prime Capital Investment Advisors Company.

Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”), a Registered Investment Adviser. PCIA: 6201 College Blvd., Suite #150, Overland Park, KS 66211. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”).

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