Let's move forward. Together.

As a Certified Financial Planner® for over 24 years, my focus has been to provide financial planning to clients whereby I help them determine where they are now, what they will need in the future and what needs to be done to help them reach their goals.  Having attained the CFP® designation, I am held to strict standards of competency and fairness.

Investments are an important piece of the planning process, but there is no substitute for experience—I have helped clients weather many difficult markets during my 35 year career, enabling them to reach their various life goals whether it be retirement, education funding, leaving a legacy or navigating a major life event such as marriage, divorce or the loss of a loved one.

When I am not working I enjoy golf, travel and serving on the board of The Chagrin Valley Chamber of Commerce.  I am also formerly a board member of The Metzenbaum Center, serving individuals in Geauga County, Ohio with developmental disabilities.  I reside in Chagrin Falls with my wife Jerry and have two grown children, John and Kate.

John returned to his hometown in the fall of 2018 to join his father at UBS.  Building on a nearly 12-year career, John held roles at two major financial services firms where he helped financial advisors implement investment and risk management strategies for their clients. His desire to have a greater impact on the lives of individuals and families in reaching their financial goals led him to become a financial advisor.

John graduated from the University of Dayton in 2006 and currently resides on the east side of Cleveland after relocating from Cincinnati, OH.