Our team can help you prepare for your financial future and take you step-by-step through the financial planning process.
Certified Financial Planner™ Professional, Chief Operating Officer
“I am the world’s oldest Millennial”, John says jokingly because he enjoys working with young professionals. The Nex|Gen brand is about building the next generation of financial professionals. With his years of industry involvement, he recognizes that client’s financial needs continue to grow, and different generations of consumers require a different approach to financial advice. Having his own kids in this age group sparks his desire to continue teaching the fundamentals of proper planning, combining that with the advances of technology provides him to give his clients the best of both worlds.
Recent Book They've Written
"The Team Game"
iPhone or Android?
John is iPhone
How Long Were You Partners For
20 Years and Counting
John Loves Video Games and Making Homemade Pasta and Pies
MBA, CFP®, CLU®, CDFA®, ChFC® Certified Financial Planner™ Professional, President and General Agent
The birth of NexGen, “what if we had a team of financial professionals dedicated to working with other young professionals seeking financial advice?” Our NexGen team provides that experience. Our financial professionals are young advisors that are seeking a meaningful career in financial services and want to make a difference in people’s lives. I personally experienced the benefits of this career through teaching others financial education and applying it to my personal life. It brings me so much joy to mentor advisors and see them reach levels of success they didn’t think possible.
Bell is Android
Bell Loves Being Outdoors Tending to her Farm Animals
Jatil Kodati offers you a total financial needs analysis through a network of experienced professionals with expertise in:
*Trust services offered through the MassMutual Trust Co., FSB
My Dream Vacation
Driving on the Autobahn
Most Important Thing
His Custom Mustang GT
Favorite Sports Team
Number of Places Traveled
15 States, 12 Countries and Counting.Top 3 Countries: Germany Italy Netherlands
Case Design Consultant
Alexa is a Case Design Consultant, who is here to help our team in any way possible. She is driven by the success of everyone in the firm. With her help, your goals of financial wellness are not far away!
Backpacking through Europe
Financial Services Representative
Amber Rodriguez's life revolves around her family, friends, studies, career, and personal ambitions. She is dedicated, driven, and eager to accomplish all her goals in order to make a change and leave her mark. Amber will always ensure her client’s best interest is in mind. She will do anything in her power to help her clients achieve their financial goals, and if needed extend her help to their life goals. In her spare time, she loves to spend time outdoors, reading, exercising and traveling because just like her many clients, she too is working to build her dream lifestyle.
Amber recently transitioned to being a Pescatarian and now is working on living a Vegan Lifestyle
Biggest Leap of Faith
A Spontaneous 19 Hour Road Trip to Miami with my Friends.
We make your own personal financial professional, as well as a team of business and legal experts, available to you virtually - from the comfort of your own home. Just click the button below to schedule a meeting with one of our representatives.