
John entered the Financial Services industry in 1995. His experience at Ogden Financial Services, Linsco Private Ledger, Schield Management Company, and Portfolio Strategies, Inc has allowed John to accumulate a wide range of experience and knowledge that he is able to share with the many Financial Advisors he has developed long lasting relationships with. John has been instrumental in helping Financial Advisors capture and retain fee-based assets within various Liberty One strategies. A dedicated and passionate wholesaler, John views himself as an advocate for the Financial Advisors who place their trust and confidence in him.