With more than 50 years of experience in financial planning and investment management, John has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and needs evolve, so will your vision for the future and risk tolerance. John will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

John endeavors to create long-term, meaningful relationships with the select group of clients he serves and provide them with personalized financial planning advice. He does so by using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, John will design a customized investment strategy based on recommendations made solely with your best interest in mind. He’ll then take the time to explain his recommendations and, once you are comfortable with your new plan, put it into action and will keep the lines of communication open for opportunities to adapt to life changes and new goals.

John began his career in financial services in 1973 and previously spent 15 years with Wells Fargo Advisors. Today, he provides financial and estate planning through the use of equities, fixed income securities, managed money, retirement plans and more through Raymond James.

Active in the community, John served on the Catholic School Board for more than 15 years. He helped establish and run the Elizabeth Seaton Fund, which raises funds for Catholic education annually. He also served as president of the Arthritis Board of Pensacola.

Residing for most of his life in Pensacola, Florida, John now lives in Milton, Florida, with his wife, Barbie. Away from the office, John enjoys spending time with his four children and six grandchildren.