John joined Jacobi Capital Management in 2015 with over 15 years of wealth management experience. John began his career as a CPA and then proceeded to manage his family’s automobile business for 8 years. Wanting to have a greater impact on people’s lives, John began an investment management career in 2001 with a leading national brokerage firm. A desire to help people effectively plan for the future drove John to Jacobi. John works with high net worth individuals and their families, individuals with special needs, business owners and their corporate retirement plans and local non-profit organizations.
John earned his bachelor’s degree in Accounting from Villanova University and is a Certified Financial Planner ®. He has served as a board member on several non-profit organizations and is an advisory committee member to Allied Services. John is also the executive member of the Luzerne County Drug and Alcohol Executive Commission. In his spare time, John enjoys reading, playing golf, and spending time with his family. You can also catch John supporting the Villanova basketball team, the Notre Dame football team and the Philadelphia Eagles. John lives in Dallas with his wife Tina and two sons.