John is the founder of LeRoy Wealth Management Group at Summit Financial, LLC, a premier independent financial planning and advisory firm. He is a Principal of Summit Financial, LLC and sits on the firms Investment Committee as well as their Advanced Planning Committee.
John is a CERTIFIED FINANCIAL PLANNER® professional with over 25 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.
John lives in Chatham, NJ with his wife Cynthia, his three daughters and his dog Louie. He enjoys coaching his daughters lacrosse team, skiing and traveling with his family