John is the director of wealth planning services for Glass Jacobson. He is responsible for the firm’s fee-based planning capabilities, offered to Glass Jacobson’s qualified client base. John graduated in 1968 from The Baltimore Architectural Engineering College with a secondary degree in advanced mathematics. He later served in the U.S. Navy as a shipboard operation petty officer with the Atlantic fleet and was honorably discharged in 1971.
Before coming to Glass Jacobson, John worked for Equitable Trust Bank, Legg Mason, Legg Mason Wood Walker, Inc., Harvest Investment Consultants, P.A., SunTrust Bank, and PNC Bank. At each position, John brought comprehensive, fee-based planning capabilities to his clients.
John has been a faculty member at both Loyola and Johns Hopkins Universities where he has taught financial planning and investment courses. He serves as a director on the boards of two prominent Maryland corporations. In recent years, he has presented general financial planning, investment, risk management, tax planning, estate planning, retirement planning, and business succession topics on television, radio, and in local and national print media. He has conducted seminars for local area colleges, corporate clients, unions, associations, civic, trade, legal and medical/healthcare groups as well as for the general public.
John is a member of the Financial Planning Association (FPA), the local Maryland Chapter of the FPA (BFPA), the CFP Board of Standards in Washington, D.C., and the Baltimore Estate Planning Council. He has also served as an elected officer (VP Public Programs) and board member of the local Maryland BFPA Chapter.
John is a proficient guitarist, practices yoga and has been a daily meditator for the past 20+ years. He’s been married to his wife Tina for 25 years and their household includes three very independent cats. They are longtime residents of Towson and are both active in philanthropic, community, church, sports, educational, and fraternal organizations.