As Partner, President & COO at Veracity Capital, John drives the firm’s operational strategy, ensuring efficiency in both business growth and client service. He leads the implementation and evaluation of operational functions, establishes key controls, and builds high performing teams aligned with Veracity Capital’s commitment to excellence. In his role as Wealth Advisor, John works closely with clients, guiding them toward their financial goals with tailored strategies and ongoing, personalized support.
With over 20 years of experience in the financial planning and investment industry, John has built a reputation for helping clients clarify financial objectives, develop actionable plans, and stay on track with strategic advice. His commitment to client education and fostering long-term relationships is central to both his leadership and advisory work.
John attended the State University of New York at Plattsburgh before launching his career in financial services. Prior to co-founding Veracity Capital, he was Director of Private Wealth in the Southeast Region and Wealth Advisor at Goldman Sachs Ayco. He also served as Vice President and Financial Advisor at AXA Equitable in New York.
Professional Designations
- Series 66
- Life & Health Insurance licensed
