Meet John
John is a Wealth Advisor based in Portsmouth, New Hampshire. He joined Mercer Advisors in 2026 through the acquisition of Charter Oak Capital Management, where he was Financial Advisor. Before that, he served at Steele Street Capital as Financial Planning Representative. John is a CERTIFIED FINANCIAL PLANNER® professional and earned a B.A. degree in marketing from Alma College. He holds the FINRA Series 65 license. He finds motivation in knowing that thoughtful planning can make a lasting difference in someone’s life and strives to continually learn, grow, and provide the highest level of advice.
John’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, John has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Concentrated stock positions that require strategic diversification and tax efficiency
- Navigating the financial realities of chronic illness with long-term, adaptive strategies
- Switching careers while keeping your finances aligned and on track
His working style
John takes a planning-first approach to wealth management, combining technical experience with personalized guidance to help clients make confident financial decisions. He simplifies complex financial topics and develops thoughtful strategies that integrate investments, retirement, tax, and estate planning, while building long-term relationships through proactive communication and trusted advice.
John in real life
What keeps you busy outside of work?
I grew up playing sports, which fostered a lifelong appreciation for discipline, teamwork, and competition. Today, I enjoy staying active through running, cycling, playing pickleball, and golfing.
Favorite thing about where you live?
Growing up in Michigan, I developed a deep appreciation for spending time on the Great Lakes and being outdoors. After moving to the East Coast, I’ve come to enjoy the unique beauty of the ocean and feel fortunate to experience the best of both landscapes.
Why do you like working at Mercer Advisors?
Mercer Advisors has a fiduciary culture and collaborative approach that reinforces a commitment to always putting clients’ best interests first. This allows us to deliver thoughtful, comprehensive advice with confidence and integrity.
Meet John’s Teammates
Emma Bean
Principal
What John Says
I feel incredibly fortunate to have worked alongside Emma throughout my career, from my early days at Charter Oak to our transition to Mercer Advisors. Her mentorship, leadership, and commitment to putting clients first have played an instrumental part in my success.
Karen Zaramba
Sr. Wealth Advisor
What John Says
I feel fortunate to learn from Karen’s depth of experience and the insights she has gained throughout her career in the financial industry. Listening to her reflect on her early years in the profession has been invaluable, and I greatly admire her ability to turn decades of firsthand experience into practical, meaningful guidance that resonates with clients.
Christine Cote
Client Service Coordinator
What John Says
Christine truly embodies the core values that defined Charter Oak and continue at Mercer Advisors, consistently putting clients first with professionalism, compassion, and a desire to help others.
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