Founding Partner & CERTIFIED FINANCIAL PLANNER®

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John’s passion for financial planning began early — he opened his first bank account at just eight years old. That early interest grew into a career spanning more than two decades and counting. Since 2004, John has helped individuals and families achieve financial clarity and confidence. As a founding partner at FrameWell Financial, he focuses on comprehensive financial planning and investment management, guiding clients through life’s milestones — from preparing for retirement and funding education to navigating unexpected changes.

John’s philosophy is simple: Financial planning should be transparent and approachable. He avoids industry jargon and takes the time to understand each client’s goals, values, and priorities. His process ensures that every investment strategy aligns with what matters most, creating plans that adapt as life evolves.

Recognized as a Five Star Wealth Manager*, John has also been featured in Forbes and Boston Magazine for his commitment to excellence in financial planning.

Outside of his work, John enjoys staying active, bowling, playing pickleball, and building intricate LEGO sets. Most of all, he values time with his two sons, Liam and Declan, sharing experiences that create lasting memories.

CREDENTIALS & EXPERIENCE

  • B.S. in Economics-Finance, Bentley University (Magna Cum Laude)

  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®)

  • Chartered Financial Consultant® (ChFC®)

  • Series 7 & Series 66 FINRA registrations

  • Investment Adviser Representative, Commonwealth Financial Network®

RECOGNITION & AWARDS

  • Recognized by Boston Magazine, 2026

    • 2014-2026 Five Star Wealth Manager Award, created by Five Star Professional. The 2026 award was presented in February 2026 based on data gathered within 12 months preceding the issue date. 4,973 advisors were considered, 449 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary.

  • Named in Fortune Magazine’s “Five Star Wealth Managers Under 40”

“I measure success in the referrals I receive. That’s the ultimate sign of trust.”