Client Service Associate
John assists clients with their financial needs. He works alongside the advisors to prepare for meetings and assists with financial plans. He prepares paperwork and documentation and updates client information as needed.
John comes to FSA with over 28 years of experience with Dolan Financial Corporation assisting clients regarding their administrative needs in financial planning. John is a graduate of the University of Maryland University College (UMUC) with a degree in business management.
Outside of work, John enjoys playing golf, traveling, and spending time with family and friends.
