As a financial advisor, John’s practice focuses on financial planning for high-net-worth individuals and business owners, with an emphasis on tax reduction strategies and charitable giving. His areas of expertise include planning for high-net-worth individuals and business owners, tax reduction strategies, estate analysis, charitable giving, business succession planning, and long-term care planning.
John graduated cum laude with a B.A. from Boston College in 1984. John continued his education and earned his J.D. in 1987 and LL.M., Taxation in 1992 from Boston University*. John holds his NASAA Series 66 securities registrations as well as life and health insurance licenses.
John's commitment to his expertise and integrity is seen through his involvement with many professional organizations. He is a member of the Massachusetts Bar Association Tax Section and Probate and Real Property Sections, a former chairperson of the Tax Law Section of the Massachusetts Bar Association, a member and former president of the Estate and Business Planning Council of Worcester County, a corporator and scholarship committee member of the Greater Worcester Community Foundation, a member of the Boston Estate Planning Council, and a member of the Women's Bar Association of Massachusetts.
John and his wife Sandy live in Holden MA. They have two sons and one daughter. Outside of work John enjoys golf, theater, music, and spending time with his family.
Not registered with Cetera Financial Specialist. Only offering advisory services through The Patriot Financial Group, LLC dba B&D Advisors.