CFA® Retirement Plan Advisor Chicago, IL
John joined True North Retirement Partners in 2006. He began his career in the financial services industry in 2001 at what was then Salomon Smith Barney. For five years John worked as an analyst on a team that primarily consulted to defined benefit plans, foundations and endowments.
Since joining Raymond James, John has developed extensive knowledge of defined contribution plans and participant retirement planning. He has gained experience working on small plans and has grown into a senior role on the team. John has been an integral part in the consulting services provided to all of our clients and is the lead advisor for half of our retirement plans. He has strong public speaking skills and excels at enrollment and education meetings as well as addressing the specific needs of individual employees.
John graduated from Marquette University in 2000 with a double major in business economics and information technology. John became a CFA Charterholder in 2010 and Accredited Investment Fiduciary (AIF®) in January 2020. John and his wife Carrie live in the Chicagoland area and spend most of their time parenting two young children. His other hobbies include fishing, reading, skiing, and listening to various genres of music.