meet the team
You can count on the Fortis Wealth team to keep up with your life every step of the way. Our highly accomplished staff possesses deep expertise across multiple disciplines, including accounting, tax, finance, law, risk management and business succession planning. Our technical expertise, compassion and listening skills allow us to provide a superior partner client experience.
Director of Business Consulting
As the Director of Business Consulting, John brings his expertise to Fortis Wealth and its clients to help them better manage, preserve and transfer their wealth. John works closely with business owner clients to help them realize the full financial potential of their business – today and in the future.
John earned his Bachelor of Arts in History from Georgetown University and his Master of Arts in Elections and Campaign Management from Fordham University. Prior to joining Fortis, he worked for an international consulate, a single family office backed venture fund, a political action committee, and companies in the medical device and pharmaceutical industries. John has experience in many aspects of an organization, from business development and investor relations to taxes and succession planning, and understands the inherent challenges for today’s business owner.
“There’s a lot of synergy among the different departments in the firm, helping clients in all aspects of wealth management. The Fortis team also understands the many critical aspects of being an entrepreneur and their approach helps business owners realize their goals and preserve what they have built.”