John is a CERTIFIED FINANCIAL PLANNER® professional and the founder of LeRoy Wealth Management Group at Summit Financial, LLC. Starting with the firm in 1991, John has over 30 years of experience working with high net-worth individuals and their families. His clients include CEO’s and executives, senior wall street professionals, private business owners, entrepreneurs, and physicians. His relationships and planning with clients has empowered them to focus on what they value most, while knowing their financial future is secure.
John lives in Chatham, NJ with his wife Cynthia, his three daughters and his dog Vinnie. He enjoys traveling with his family, skiing, golfing, and gardening.
• Shareholder of Summit Equities, Inc and Summit Risk Management, Inc.
• Member of Summit Financial Investment Committee
• Member of Summit Financial Advanced Planning Committee
• Lehigh University, BS Business and Economics
• College for Financial Planning, CERTIFIED FINANCIAL PLANNER®
• Retirement Planning
• Comprehensive Estate Planning
• Investment Management
• Risk Management and Insurance Planning
• Income Tax Planning
• Continuity & Inter-generational Planning