As an ambitious and dedicated client services professional, John’s role involves engaging in daily interactions with both prospective and existing clients. Whether assisting clients directly or collaborating with colleagues, John believes his high level of organization, accuracy and ability to break down complex ideas helps to ensure client experiences are seamless.
John holds the Series 7 General Securities Representative license, the 2-14 Life & Variable Annuities license and is a licensed notary. He also attended Florida Community College at Jacksonville where he studied construction management.
Communication is central to his approach. John recognizes clients depend on him and his team to bridge the gap between their financial knowledge and how that can change the landscape of their financial lives.
John was born, raised and continues to reside in Jacksonville. Outside the office, he’s a passionate volunteer with the MLK Foundation.