With over three decades of experience in financial services, John began his career at Merrill Lynch, where he quickly developed a passion for comprehensive financial planning. What started as a focus on common stocks evolved into a broader interest in helping clients with full-spectrum wealth strategies. Influenced early on by a personal investment his mother made on his behalf, John learned firsthand the long-term value of thoughtful investing.

In 1991, he was mentored by Selden Martin, who introduced him to the deeper purpose behind equity investing and client service. That relationship eventually led him to Visionary Wealth Advisors, where he now works alongside Selden and a team of seasoned professionals, each bringing unique strengths to the table. Together, they offer a collaborative and multi-dimensional approach to advising.

Now based in Naples, FL, John specializes in risk management and income-generating strategies for retirees. John regularly hosts educational ‘Lunch & Learns’ to help clients better understand effective approaches to managing portfolio risk and pursuing income. For him, being an advisor is about more than managing money, it’s about helping clients implement strategies designed to provide clarity, control, and confidence in their financial future.