John has been helping people build a financial plan for pursuing their personal goals since 1976, applying a wealth of knowledge and experience to resolve even the most complex financial issues confronting his high-net-worth clients. His hands-on collaborative approach helps enable clients to more easily understand and gain confidence in their plan, helping them stick with their investment strategy over the long term through all kinds of market environments.
Before joining Raymond James in 2008, John spent 25 years at Morgan Stanley as a Senior Investment Management Consultant and another 9 years as a Senior Vice President with Investment Consulting Group at Smith Barney. John has amassed many credentials over the course of his well-established career.
CERTIFIED PRIVATE WEALTH ADVISOR 2008
Investment Management Consultant Association Denver, CO
CERTIFIED FINANCIAL PLANNER™
2004 American College Bryn Mawr, Pennsylvania
CERTIFIED INVESTMENT MANAGEMENT ANALYST®
1995 Completed the CIMA designation program at the University of Pennsylvania’s Wharton School
In addition, John is a member of the Investment Management Consultants Association and the Southern Colorado Financial Planning Association.
John is a Colorado Springs native. He and his wife, Renee, have been married for over 40 years and are active in their church and community. They have a son, Josh, and two daughters, Jill and Jennifer. When not working with his clients, John enjoys travel, golfing, skiing, reading and spending time with his grandchildren.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Raymond James is not affiliated with the above organizations and/or charitable causes.