John is a fee-based Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ Professional, dually- registered with LPL Financial and Level Four Advisory Services, LLC.
John graduated magna cum laude from DePaul University in Chicago, Illinois with a Bachelor of Science in finance and began his financial and investment career at UBS Financial Services in 2010, working for a 'Barron's Top 1000' Financial Advisor. He continued on to work as a licensed Financial Advisor at UBS until joining LPL Financial and Level Four Wealth Management to continue building his own practice in 2014.
John holds the FINRA Series 7 registration (held with LPL Financial) and Series 66 registration (held with both LPL Financial and Level Four Advisory Services). John also holds insurance licensing for life, health and long term care products through Level Four Insurance Services.
A passion for investing and helping individuals reach their personal financial and retirement goals drives John's vision for his practice. He is committed to providing unbiased, comprehensive fee-based advice.
Areas of expertise include financial planning, retirement income planning, investment management, insurance services and general guidance on tax-efficient investment and estate planning strategies. John sees himself as his clients' sounding board for financial decisions, and a disciplined coach that keeps them on track during turbulent markets. John's investment philosophy is to understand a clients' comprehensive financial situation and goals prior to making investment recommendations. He uses transparent, fee-based management programs to implement and manage personalized client asset allocations using investments strategies that appropriately meets a client's unique circumstances.
John works with individuals, companies, and organizations in a wide range of career and life stages. John is a CERTIFIED FINANCIAL PLANNER™ Professional, a mark awarded to Advisors who have met rigorous experience and ethical requirements of the CFP Board.
John lives with his wife, Carla, and two young daughters in the western suburbs of Chicago. John volunteers his talents as a guitar play at Good Shepherd Church in Naperville. John enjoys performing in various bands and studied music at Berklee College of Music in Boston.
Level Four Insurance Services is not affiliated with LPL Financial.