John is a Senior Plan Consultant for Strategic Retirement Partners in the New England office. He provides ongoing service to clients and counsels them on plan design and compliance issues, developing and maintaining effective due diligence practices, and meeting their fiduciary requirements. John has 30 years of experience with qualified and non-qualified plans in the areas of plan design, administration, testing, investments and participant communications. Prior to joining Strategic Retirement Partners, John was a trust officer and retirement plan manager for Citizens Bank, Bank of America and Fleet Bank. John began his career working in various client service and retirement investment product roles at The Travelers Insurance Company.
John holds the Series 7 license (General Securities Representative) and Series 66 license (Uniform Combined State Law). He is a graduate of Bates College with Bachelor of Arts degrees in Mathematics and Economics.
John served as a board member of Hattie Ide Chaffee Home for two years and as a youth sports coach for nine years. John lives in Barrington, Rhode Island with his wife and their two sons who are currently away at college.
B.A. in Mathematics, B.A. in Economics, Bates College
Arkansas & Southern Missouri