Meet The Team

John is a visionary leader and seasoned attorney focusing in tax, business succession, and estate planning. Before founding ILG Private Wealth, he led the estate, retirement, and business planning departments at respected law firms in Florida and Pennsylvania. Known for his strategic insight and client-centric approach, John is dedicated to protecting and growing client wealth while ensuring smooth, successful transitions across generations.

As CEO, John fosters a culture of trust and excellence, quickly becoming a trusted advisor and confidante to clients. He is passionate about guiding clients through complex financial decisions that impact their families, legacies, and philanthropic pursuits. A best-selling author and dynamic speaker, John also shares his expertise widely to educate and inspire.

Education & Honors:

• Bachelor of Science in Electrical Engineering, General Motors Institute (now Kettering University)
• Juris Doctor, Duquesne University School of Law
• Master of Taxation, University of Florida – Fredric G. Levin College of Law
• Multi-year recipient of the 5-Star Advisor Award
• Multi-year recipient of the Lawyers 5-Star Advisor Award

Publications:

• Co-Author, Retire Like a Shark (Amazon No. 1 Best Seller)
• Co-Author, Retire Abundantly
• Author, Peace of Mind Retirement Planning

Karen guides clients in redefining wealth, philanthropy, and legacy planning by applying innovative, tailored strategies. With over 15 years of experience across multiple industries and a background in project management, Karen excels at developing comprehensive financial plans that align with clients’ unique goals. Her expertise is frequently sought by successful women seeking trusted business and financial advice.

Education:

• Bachelor of Science in Business Administration, Robert Morris College

Stacey is responsible for providing seamless support to executive leadership as Executive Assistant and overseeing efficient day-to-day operations as Operations Manager. Known for her exceptional organizational skills and proactive approach, she streamlines processes to ensure the business runs smoothly.

Education:

• Bachelor of Science in Business Administration and Marketing, Chowan University

Jere Le oversees client communications, coordinates account activities, and manages the timely completion of service requests. She also assists with onboarding, scheduling, and client event coordination, helping to foster strong relationships and support clients throughout their financial journey.

Education:

• Bachelor of Science in Hospitality Management and Business, Slippery Rock University

Pia (“Pie-ah”) oversees client communications and leads the onboarding of new business. Drawing on her successful career as a mortgage broker, she applies exceptional organizational abilities and a structured, process-driven approach to ensure that client needs are met efficiently and effectively.

Education:

• Bachelor of Science in Finance and Management, Duquesne University

Niqui (“Nikki”) is responsible for client operations and account management services. Using her 30 years of experience as an entrepreneur and account administrator, Niqui provides comprehensive and insightful support.

Education:

• Bachelor of Arts in English, Hiram College