John is Senior Director with the Principal Financial Group®. John is currently in his 21st year with Principal® and 30th year overall in the industry. He helps employers design and implement the most appropriate retirement plan for their employees.
John received his BS in Business Administration from Merrimack College in North Andover, MA, and a MBA from Southern New Hampshire University in Manchester, NH.
He also received his Chartered Financial Consultant (ChFC®) designation from The American College (PA) and his Chartered Retirement Plan Specialist (CRPS®) designation from The College for Financial Planning (CO). John also holds the Accredited Investment Fiduciary (AIF®) Designation.
John is a FINRA Registered Representative of Principal Securities, a member of The Principal Financial Group®. He holds his Series 6, 7 and 63 registrations and is a Registered Investment Adviser.
In addition to his duties at Principal®, John is an Adjunct Professor at Boston University, and Kaplan University where he teaches Income Tax, Estate Planning, Investment Planning and Retirement Planning in each university’s respective Certified Financial Planner™ (CFP®) Program.
John is a lifelong New Hampshire resident and currently lives in Windham, NH with his wife and three children. He enjoys teaching, running, golf, ice hockey, and spending time with his family on the lake.