Johnathan Wilsey AIF, CRC, NSSA, CSRIC

With over 17 years of providing financial advice to a wide variety of households in the Capital Region, John has developed the skills necessary to help people pursue their long-term financial goals. As an Accredited Investment Fiduciary®, Certified Retirement Counselor®, and National Social Security Advisor®, John focuses on the main concerns of today’s retirees: Social Security distribution strategies, managing healthcare expenses in retirement, maximizing retirement income, pension distribution option planning, and coordinating retirement plan distribution strategies with tax management strategies.

John’s planning process includes a commitment to sustainable, responsible, and impact investing and he makes a conscious effort to apply ESG screens to his investment and insurance solutions. In addition to creating positive impact “beyond the portfolio,” John recognizes that the most important characteristic in developing meaningful relationships is trust. This is why John focuses on relationship development BEFORE focusing on solutions. When John begins working with a new client, they can expect to be treated like family. From educational workshops to appreciation events, John regularly goes the “extra mile” to make sure his clients know their relationship is valued.

John lives in Altamont with his wife Amanda and their sons Gunnar and Tucker. On his free time, you can find John attending local events, hiking, spending time with his family, and watching sports (John is a lifelong fan of the New York Football Giants and the Arsenal Gunners).