Plan with Integrity
This is our commitment to you.
These are our values.
Everything starts with you. We will listen to your goals, dreams, and your challenges and build you a personalized financial plan.
We'll give you honest advice to guide you to your goals.
We will get to know each of you, understand your values and help you build and protect your family's financial security.
We will commit to your short and long-term goals and will be here to see them through with you, by your side.
John started his career in the U.S. Navy as a submarine officer. After serving seven years, John spent two years as a senior consultant for Booz Allen Hamilton. He then became a Financial Advisor in 2010. He has served many clients including military, federal, civilian, retirees, and young families, guiding them through all of life's milestones and challenges.
John started 2250 Financial Services in 2020 in honor of his late father, John. His father lived serving his family and lived with integrity. The name '2250' comes from his birthday as an homage to him. He concentrated on what was truly important, his family.
That is the spirit that drives John in his practice - helping people manage their finances so they can focus their time and energy on what's important to them.
A graduate of the US Naval Academy and the University of Maryland (MBA), John holds Series 6, 7, 63 and 65 securities licenses plus state Life and Health insurance licenses. John is also a CERTIFIED FINANCIAL PLANNER™ certificant.
John, his wife, Kerin, and two sons, Jack and William enjoy the outdoors, especially hiking and running.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.