John is the chief financial advisor at Madison Rose Advisors, a Member Firm of M Financial Group, one of the nation’s most innovative financial services design and distribution companies serving the affluent and corporate markets.
John holds several of the industry’s most prestigious designations (CFA, CFP®, CAIA, and CIMA®).
As part of earning the CFP® designation, he completed Fairleigh Dickinson University’s New College of General and Continuing Studies Financial Planning Certificate Program. To earn the CIMA® designation, he completed the Investments & Wealth Institute’s Certified Investment Management Analyst® (CIMA®) education program through The Wharton School of the University of Pennsylvania. He earned his Bachelor of Business Administration in Finance and Business Economics from the University of Notre Dame.
John began his career in banking, specializing in money markets and derivatives, before moving into investment and wealth management. Over the course of his career, John worked with advisors on asset allocation, portfolio construction, and spending modeling. He focuses on applying a disciplined, risk-focused process to investment decision-making.
His background, experience, and commitment provide clients with the resources they need to make their financial future as successful as they need it to be. Along with the team at Madison Rose Advisors, clients receive the guidance to reach their financial goals.
John enjoys public speaking and has presented on asset allocation and portfolio construction to advisors and their clients at numerous events.
He is married to a wonderful wife, Josephine, and has three children. He resides in Lincroft, NJ.
John is passionate about Notre Dame football and enjoys serving his parish as a member of the finance committee, a lector, and a Eucharistic minister, and with the Knights of Columbus.
Outside of work, he plays chess, watches classic movies, and enjoys reading.
Madison Rose Advisors LLC, an independently owned and operated planning firm based in Madison, NJ. Madison Rose Advisors LLC is a Member Firm of M Financial Group. Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered broker-dealer and Investment Advisor, member FINRA/SIPC
Financial Planning
Whatever your financial goals are, sound planning is essential to making them a reality. By taking into account your personal situation, we’ll work with you to create a plan that is unique to you. We’ll guide you through the options, keeping in mind your goals, personal circumstances, and any concerns you may have. From there, we’ll help you build and carry out a highly customized plan, and provide ongoing monitoring to identify changes that need to happen along the way.