John and the LIFE Team
We believe working as a team gives us a broader perspective and allows us to better serve our clients. Our experienced professionals have helped many people facing situations similar to yours, and we understand that every situation is unique. That’s why we take the time to understand your needs and create an approach that’s tailored specifically to you. Your partnership matters and we are committed to providing personalized support every step of the way.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
John is a Financial Advisor who holds Series 7 and Series 66 licenses, and is affiliated with Madison Avenue Securities. His key strengths lie in researching alternative investments to provide top quality financial planning using...
Colleen Musser serves as Advisor Support at LIFE Financial, where she plays an essential role in delivering a seamless experience for both clients and advisors. Working behind the scenes, Colleen assists with administrative operations,...
Meet Holly PoperHolly Poper serves as a Client Liason and Advisor Support Specialist at LIFE Financial, where she wears many hats to help ensure every client enjoys an exceptional experience. From welcoming guests at the front desk, to...