John brings considerable business experience to his clients at Whelan Scott Asset Management. His focus as a Senior Wealth Advisor is on pre/post-retirement planning and estate planning. He assists and leads his client families in accumulating, protecting, distributing and transferring wealth in a tax efficient manner, with a plan tailored to that family’s individual needs. A resident of the Syracuse community for more than 50 years, John earned his Bachelor of Science degree in Business Administration from Lemoyne College. He loves spending time with his wife Kathy and has three children, Jessica, John James, and Tyler. He also has four grandchildren, Levi, Owen, Claire, and Cora. In his free time, he enjoys working out, playing golf and baseball.