John began his career in wealth management as an intern in 1996 under the guidance of Charles “Pete” Shaeffer Jr., the founder of The Shaeffer Wealth Advisory Group.
Today, John is a lead financial advisor for the team, working directly with multigenerational high-net-worth families. He is dedicated to fostering long-term client relationships and facilitating wealth preservation across generations. His experience transcends traditional estate planning services; he takes a comprehensive approach to crafting wealth plans that encompass not only the accumulation of assets but also their thoughtful transfer and management over time.
A hallmark of John’s approach to successful wealth transfer and generational planning is through tax-considerate and philanthropic strategies. He recognizes that financial strategies should extend beyond the immediate needs of clients, helping ensure their wishes and values are effectively communicated and preserved for future generations.
A Baltimore native, John earned his Bachelor of Science degree in economics from the University of Baltimore. He holds the prestigious Accredited Wealth Manager designation from RBC Wealth Management, a recognition awarded to a select group of financial advisors who have completed advanced training in wealth management strategies. John resides in Harford County. He’s a car enthusiast and enjoys time outdoors while golfing, fishing and camping.