Having advised families for more than 3 decades, and as co-author of the groundbreaking Special Needs Planning Guide, now in 2nd edition, John has a unique level of expertise in planning for families with complex lives. As a founding partner and CEO of Affinia Financial Group in Burlington, MA, John established a firm to carry forward the knowledge, level of service and values he had built his practice upon.  He continues to work with clients alongside his experienced team and oversees the investment team managing the portfolios for all of the firm’s clients.   For a comprehensive view of  the arc of John’s career and life, please take a look at A Father First, a film made by Investment News in 2017.