John feels driven to help others find financial confidence and independence – however they define it – by taking into account their financial needs and motivations. He listens to each client carefully, ensuring the design of their plan or strategy is uniquely suited to them. John operates on the belief that clients contribute as much insight to the process as he does, as they know their own attitudes, past experiences and goals.
John began his career as a financial advisor with UBS before transitioning to Hilliard-Lyons, where he managed private client assets and small business account relationships. He went on to serve as vice president of financial services at Bank of America in Knoxville, and then as an investment consultant with Union Planters Bank. He established an investment advisory program with Home Federal Bank in 2004, the same year his wife joined his practice as a licensed sales assistant. In 2015, they transitioned to Raymond James together.
John earned his bachelor’s degree in music from Carson-Newman College, and his master’s in church music and vocal pedagogy from Southern Baptist Theological Seminary. He is a member of First Baptist Church of Middlesboro, where he teaches a Bible study class, sings in the choir and has served on numerous committees and planning groups. John volunteers his time with the Kentucky Baptist Fellowship, is a past president of the Middlesboro Rotary Club, and a past member of the Downtown Sertoma Club in Knoxville.
John was raised in Brazil, where his parents served as missionaries, but his family has always called Knoxville home. He currently lives in Middlesboro with his wife, Beth, and their children, Stephen, Sarah and Joel. In his free time, John enjoys playing guitar, singing, hiking and exploring parks and historic sites.