John was born and raised in Maryland.  When he’s not fishing, crabbing, or boating, he likes to play baseball and/or basketball. He quickly picked up a deep calling for investments and personal finance when he began college. He graduated from Towson University with a Bachelor’s in Business Administration with a focus on financial planning and investments.  As part of his degree, he interned at 1 North Wealth, where he acquired his Series 65. After graduation, he joined the firm full-time and now contributes daily to portfolio management, investment analysis, and trading. He has also passed all three levels of the CFA Program and is currently a CFA® Charterholder.

One of John’s core goals in life is to educate individuals—especially young adults—about foundational investment and personal finance principles that, when applied, can meaningfully transform their financial future. It’s less about when you start and more about making the commitment to start and stay consistent. Another key objective of John’s is to provide investment management that helps our clients confidently pursue their short-, medium-, and long-term goals. He genuinely want others to experience financial peace and literacy, because achieving it has the power to change not only their lives, but the lives of generations to come.