In college, John's main study area was accounting, specifically taxes. One of his favorite aspects of this career is helping clients understand and implement tax management strategies within their holistic financial plan.
Professional accomplishments: Series 7 license
Schooling, designations, etc.: Bachelor’s degree in financial economics from UMBC.
John loves to spend time outdoors fishing with friends and family.
Fun Facts about John:
- I own an Axolotl, which is a Mexican Salamander with gills. It spends its entire life underwater.
- I live in the Bel Air area, which is less than a 15-minute commute to the office.