Bio
With decades of experience in financial advising, John brings a wide range of knowledge to our clients and, most importantly, he combines an overarching desire to help, with the ability to simplify complex issues.
With expertise in investments, insurance, and mortgage lending, he has helped hundreds of individuals and corporate clients to achieve their goals through focused analysis, caring guidance, and implementation.
He built and sold a multimillion-dollar mortgage brokerage, allowing him the freedom to follow his dreams of world travel and self-exploration.
John’s broad coaching background and approach adds a dimension of personal development and spiritual growth, guiding clients to a deeper understanding of themselves, their life and financial potential.
Chad Faulkenberry CFP®, CPWA®, CLU® and CWS®
Financial Advisor, Managing Directory
Sam Sinkin
Operations
Robert Meath
Financial Advisor
Kerry Meath-Sinkin CFP® & AIF®
Financial Advisor, Managing Director
Cody Capobianco
Investment Analyst
Kevin Rinow CFP®, CLU®, RICP®, CHFC®
Financial Advisor
Adrienne Conrad
Executive Assistant
John Solik
Financial Advisor, Managing Director