As a client liaison, John knows it’s the little things that matter and pays strict attention to the details. His responsibilities include setting up and maintaining accounts and providing consistent, accurate support to clients and the advisors on the team. Clients appreciate his ability to communicate clearly in terms they can understand.
He joined Helius Wealth Management in 2021 after a 16-year career as a registered sales assistant at Ameriprise Financial Services in Palm Beach Gardens. His educational background includes earning a Bachelor of Arts degree from Dartmouth College.
John was raised in Illinois, but has lived in Florida for more than four decades. He currently makes his home in Jupiter with his wife, Cindy. They have a daughter, Rebecca. In his free time, John enjoys golfing, fishing and traveling.