Skip to Content

Experience

I specialize in providing holistic wealth management services to high-net-worth individuals and families, helping them meet their goals through comprehensive planning strategies. My expertise includes retirement planning, investment strategy, tax planning, wealth transfer techniques, and more. I’m very passionate about what I do and the many clients I can assist.
View More of John's Experience
As a first-generation Albanian-American, I love to visit family in Montenegro and Albania when my summer schedule allows.

You might also like…

Beyond risk and return: The importance of investment time horizon
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Fund flows: What happens when investors buy high and sell low?
Jim Baird Wealth Management
Blog March 27, 2020 1 min read
Mass closures result in record 3.3 million first-time jobless claims
Jim Baird Wealth Management
Blog March 26, 2020 2 min read
SECURE Act: Inherited retirement accounts and the impact on your estate plan
Alicia Cole Wealth Management
Article March 20, 2020 10 min read