John has been an integral member of AVZ Wealth Management since 2007. Today, he serves as a CPA partner, joining AVZ & Co., P.C. in 1996, and a financial advisor. His responsibilities include accounting and audit, fraud and forensics, business valuations, employee benefits and quality control. In addition to being a Certified Public Accountant, John is also a Certified Fraud Examiner and licensed financial advisor. He has passed the FINRA Series 7, FINRA Series 66 and New York State Life and Health Insurance licensing exams. He earned his Bachelor’s degree from Elizabethtown College.
Get to know John—
What inspired you to go into financial services?
Financial services goes hand in hand with accounting and tax advisory work. I’m able to add extra value to my clients, helping individuals and businesses. I feel like I’m giving back.
What is your personal philosophy?
Always stay ahead, be proactive and attentive.
What do you do outside of the office?
You can find me skiing, going to the gym or spending time with my family and puppy. I’m married with three kids, Matthew, Michael and Ryan. Our puppy is named Brodie.
If you could have a conversation with a famous person (dead or alive), who would that person be?
I would pick John F. Kennedy.
What is your favorite band?
My favorite is Zack Brown Band.