I'm John, an Advice-only CFP© based in Columbia, Maryland

Experience

• 30+ year career in financial services & FinTech
• President & COO of TD Ameritrade Investment Management
• Chair, TDAIM Portfolio Review Group
• Chair, TDAIM Operating Review Committee
• Director, Guidance Platform Management, TD Ameritrade

Education

• BS Finance, University of Maryland, College Park
• CFP® Certification
• Lifelong degree from the "Investing School of Hard Knocks"

I completed the CFP® certification program by fulfilling the rigorous education, exam, experience, and ethics requirements to become a Certified Financial Planner™. You can find out more about the CFP Board and CFP® certification here.

Volunteering

• Treasurer, St. Paul's Lutheran Church, Fulton MD
• Previous Financial Secretary, St. Paul's Lutheran Church, Fulton, MD
• Church Council, St. Paul's Lutheran Church, Fulton, MD 
• Grassroots Crisis Intervention Center in Howard County
• Advisors Give Back
• The Foundation for Financial Planning (FFP)

Leisure

• I enjoy spending time with my family and friends at our lake house in Northeastern PA.  You will find some pictures of Paupackan Lake on the site.
• I enjoy playing golf, and I find it similar to decisions we make throughout our lives. It’s a journey that requires patience, perseverance, and focus. Golfers of all levels must learn to deal with the unexpected, adapt to changing conditions, and make the most of what they have on the course that day. In the end, isn't that what life and money are really about?