Education
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Bachelor’s Degree, Management | University of Phoenix
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Bachelor’s Degree, Business Administration | University of Phoenix
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Master’s Degree, Organizational Management | University of Phoenix
Areas of Focus
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Retirement Transitions
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Charitable Giving Strategies
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Client Relationships
Bio
John joined the firm in January 2025 with more than two decades of experience in the field of investments, finance, and providing comprehensive financial planning services to clients. For fourteen years, he ran his own private financial practice. John has been actively involved in a number of non-profit organizations over the years as a board member or officer. His hobbies include owning and exhibiting championship Whippets and keeping up his French language skills and physical fitness.
