Meet the Experts Behind Your Success

John is a Retirement Plan Associate at SAX Wealth Advisors with over 4 years of experience. He works closely with business owners to maximize their retirement plans and tax savings, coordinates with service providers to ensure satisfaction, and supports client relationships as a trusted advisor. John proactively engages 401(k) participants to increase retirement savings, implements outreach campaigns, collaborates with internal teams to deliver exceptional service, and provides timely support for client and participant inquiries.

He received his Bachelor’s degree from Mount Saint Mary’s University. John is looking to pursue his Series 65 license while working at SAX Wealth Advisors. In his free time, he enjoys going to football, basketball, and hockey games with his friends.