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.
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…

New year, new you: Nine steps toward financial success in 2022
Jaime Eckels Wealth Management
Article January 17, 2022 6 min read
Investor Insights: 2022 market & economic outlook
Jim Baird Wealth Management
Webinar Wednesday, Jan. 12, 2022 60 min watch
Inflation pressures continued to build in December, lifting the consumer price index to 7.0%
Jim Baird Wealth Management
Blog January 12, 2022 2 min read
Leveraging the power of life insurance inside an irrevocable trust
Steven J. Gibson Wealth Management
Article January 12, 2022 3 min read