JP is a partner and client advisor who brings over 15 years of financial planning, retirement planning, investment management, risk management and estate planning experience. He holds the CERTIFIED FINANCIAL PLANNER™ certification issued by the CFP board of standards and is an active member of the Financial Planning Association. JP previously spent over 2 years at First Financial Bank as a Vice President & Wealth Advisor where he lead the start up of the Wealth Management services for the company’s Columbus, Ohio market. The vast majority of his professional time was spent working with individual clients at Fidelity Investments as a Financial Consultant in the Columbus, Ohio and King of Prussia, PA regions.
He comes to The Financial Solutions Network to build a business with a noble purpose where he can combine his entrepreneur side and his passion for helping people connect their life goals and money to what’s important to them in order to lead fulfilling and financially successful lives.
J.P. received his Bachelor of Science in Business at Miami University, with a double major in Marketing and Organization Leadership in 2001. JP resides in Lewis Center, Ohio with his wife and their three children where he coaches youth sports. He and his wife are involved in community nonprofits supporting children’s causes.
Financial Advice is offered through Mid Atlantic Financial Management, Inc. (MAFM), a SEC Registered Investment Adviser.
The Financial Solutions Network, LLC, is not a registered entity or a subsidiary or control affiliate of MACC or MAFM.