Wealth Planning, Global Wealth Solutions
John serves financial advisors and their high-net-worth clients with more than $25 million in investable assets by offering custom wealth management strategies and working collaboratively to help ensure the best outcome for the client.
John is passionate about working with financial advisors and their clients to help meet their family wealth goals. He strives to develop both a personal and professional relationship with financial advisors and be viewed as a valued member of their extended team. As a private wealth consultant, John works together with financial advisors to oversee a comprehensive process to help clients articulate their goals and dreams, provide suggestions on strategies, create a timeline for implementation and assist them with follow-through.
For more than 30 years, John has understood the importance of financial planning and has developed an expertise in wealth conservation and transfer strategies, charitable planning, business disposition and the use of insurance in estate planning. He earned a master’s degree in financial services from The American College and a bachelor’s degree in business administration from Rollins College. John values ongoing education to grow and expand his knowledge, and has completed several industry certifications that demonstrate his commitment to wealth planning. He has earned the Certified Private Wealth Advisor® designation, specifically designed for wealth managers who work with affluent clients, focusing on the life cycle of wealth: accumulation, preservation and distribution. He has also completed the rigorous Chartered Financial Consultant® program, which focuses on creating plans and financial planning for the future. In addition, he holds the Chartered Life Underwriter designation to demonstrate his breadth and depth of knowledge in insurance and how to manage risk.
John and his wife, Mary, enjoy spending time with their family, including three active grandchildren. He is an outgoing person who relishes the opportunity to meet new people and share life experiences. John stays active by hiking (a favorite spot is Yosemite National Park) and by riding his Peloton bike. He embraces his love of music by singing backup vocals and playing percussion in a contemporary Christian rock band at his church.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of the CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.