President
A detail-oriented advisor who digs into each client’s financial picture
Clients often comment that John knows more about their finances than they do—because he puts that much time and energy into learning about all the nuances of each person’s situation. This meticulous approach applies to whatever a client’s life stage or net worth.
Then when you add in John’s decades of accounting and financial experience, it’s safe to say you’re in great hands with his financial planning, portfolio management, and tax advice.
Before joining Hall Capital, John was Robin and Bob Hall’s personal tax advisor. They enjoyed working together and Mr. Hall trusted his counsel without hesitation, so he asked John to be part of his top-notch team, and recently appointed him President.
John was formerly a Principal of Sansiveri, Kimball and Company, LLP where he provided tax planning and compliance services for small businesses and high net worth individuals. Before that, he served as a Senior International Tax Analyst at Textron and an Associate at PriceWaterhouseCoopers in its Financial Services Group.
John is a proud dad of two daughters—one at the Naval Academy and the other a standout on her high school basketball team.