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CFP®, CEBS®, AIF®, C(k)P®
Relationship Manager
John has spent his entire career of 30+ years focused on retirement planning & investing. His passion is helping people achieve the retirement of their dreams. He does this by helping organizations build and manage great retirement programs. He holds several industry designations including The Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS), Certified 401k Professional (CkP), and the Accredited Investment Fiduciary (AIF).
Personally, John lives in Natick with his wife and college sweetheart, Chris. They have two sons who are graduates of UMass Amherst. He enjoys alpine skiing, especially at Alta, and taking long walks with his wife and their coonhound, Odin. John also loves to play golf and is usually very comfortable being really bad at it.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Twelve Points Wealth is engaged, or continues to be engaged, to provide investment advisory services.