“My primary goal as an associate is to help fulfill the firm’s mission to provide and continue to enhance an industry leading customer experience.”
John is involved with all levels of the wealth management process including various planning projects, plan implementation, technology integration and insurance needs analysis.
Before joining the Bautis Financial team, John worked with business owners in the running industry, owned a running business of his own and was a financial advisor with MassMutual. He understands the needs and concerns of business owners and has a passion for entrepreneurship.
John graduated from Saint Joseph’s University with a Bachelor’s Degree in Marketing where he was the captain of the Track and Cross Country teams. He has also earned his MBA in Finance from LaSalle University.
He resides in Glen Ridge, NJ where he enjoys spending time with his wife Angela and twin boys, Leo and Hamilton. John is active in the community including coaching runners in the local Fueled by Doughnuts Running Club. He frequently trains for marathons and triathlons and tries his best to find time to strum his guitar.