John has been in wealth management since 1997. He creates personalized financial plans and comprehensive wealth strategies for business owners and high net worth individuals. He is a member of the firm’s personal financial planning technical discipline group, which sets policy and procedures for personal financial planning.
John works closely with business owners in crafting the steps toward transition from active management of their company to successful financial independence, and works with individuals and families to create plans that give context to the financial decisions and investments they make. As part of the wealth management process, John also provides insurance analysis, estate planning, education planning, and investment consulting services.
John is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary. He is licensed in Series 7 and 65 as well as life insurance.