Senior Vice President, Financial Advisor
Email | Phone

John brings over 40 years of experience in the industry and passion for building lasting relationships to the creation of his brand, Somerville Wealth Management. John's inspiration to become a financial advisor stems from his love for building relationships and his fascination with finance and investments. Having a strong background in sales, he found that his ability to connect with people and his interest in financial matters were a natural fit. His goal has always been to help his clients navigate their financial journeys

John earned his degree in Speech Communications from the University of California, Santa Barbara. He holds a California Insurance License and holds through LPL the Series 7, 63, and 65 Licenses.

With his career spanning more than four decades, John has developed a deep understanding of the financial landscape and the unique challenges his clients face. His experience in sales and finance, combined with his natural ability to connect with people, has made him a valued advisor. John's committed to integrity and putting his clients' needs first.

John grew up in Glendale, California, and currently resides in Ojai, CA, with his two sons, Johnny and Joseph. His personal life is as rich and fulfilling as his professional one, with a variety of hobbies that keep him active and engaged. John enjoys cycling, golf, kayaking, backpacking, and travel.

John is a proud Eagle Scout, an achievement that has instilled in him a strong sense of leadership, responsibility, and community service. This legacy of raising boys to men is a driving force behind his involvement with the Boy Scouts of America (BSA). He serves as a merit badge counselor, an assistant Scoutmaster for the local troop in Ventura, and trains adults for outdoor training and supervision. His dedication to these roles is a testament to his commitment to community and personal growth.

In addition to his work with the BSA, John is a member of a men's organization that honorably provides support to charities and those in need. This affiliation further underscores his commitment to giving back and making a positive impact in the world.

John's go-to advice to his clients is simple yet powerful: "I will give you my best." 

Senior LPL Registered Client Service Associate

Email | Phone

My career began as a CSA in 1985, and I have enjoyed various roles on the client services side of retail, insurance, and entertainment industries. I find personal satisfaction in helping solve challenges that clients bring to me. 

I have achieved the milestone of 40 years in the financial services industry. Before joining LPL in 2024, my career in financial services started at Smith Barney Harris Upham & Company, where I worked as a CSA for four advisors. Over the years, I have held positions such as Branch Operations Manager, Cashier, and Wire Operator.

I approach building and maintaining client relationships by patiently listening with empathy, understanding, and support. This helps establish trust, and I maintain these relationships with reliable and consistent responses to requests. Outside of work, I enjoy cooking, baking, gardening, and taking road trips with my husband.