Service Team Members
John devotes each day to developing in-depth and detailed financial plans and working directly with our clients to implement our recommendations and manage their investment portfolios.
He strives to understand what’s important to each client by asking good questions and carefully considering their answers. He uses what he learns to align the use of their wealth with their goals and values. Whether he’s working with a pre-retiree, executive or business owner, John is passionate about helping them make smart choices with their finances. While financial matters can be complex, John’s goal is to make them easy to understand.
As a Certified Financial Planner™ professional, John has completed a rigorous and comprehensive program that covers the financial planning process, tax planning, employee benefits and retirement planning, estate planning, investment management and insurance. He adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
John began his career in financial services at Raymond James in 2007. He attended Kansas State University and Grand Canyon University, earning a bachelor’s degree in finance. He is currently working toward earning the professional designation of Chartered Financial Analyst®.
John grew up in Dodge City, Kansas, and today lives in Overland Park with his wife, Erin, and their children, Calin, Mason and Lori. In his free time, John enjoys being outdoors, fishing, traveling, coaching youth sports and spending time with friends and family. He is a member of Grace Church.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.