In 1992, John left the practice of public accounting to concentrate on financial planning for individuals and small businesses. As Chairman and CEO of U.S. Wealth Management, Inc., John is helping CPAs build a multi-disciplinary practice into their core accounting practice. U.S. Wealth Management Inc., and its subsidiaries U.S. Financial Advisors, LLC and U.S. Insurance Brokers, LLC are leaders in helping CPAs to launch a successful financial services division.

John is a well-known financial practitioner, writer, instructor, and broadcast commentator. He is a noted authority on financial planning within the CPA community and has instructed financial planning courses for the American Institute of CPAs, the Massachusetts, NH, RI, NY and CT Societies of CPAs, Surgent and Associates, Bentley College, Northeastern University, and numerous groups throughout the country.

John currently holds the FINRA Series 6,7,63,65 and 24 registrations and is LAH Insurance licensed.

Workshop, Business Coaching,