As a financial advisor for more than 30 years, John serves as a relationship manager to individual and corporate clients, including foundations, endowments and corporate retirement plans. Together with the vast resources of Raymond James, John focuses on estate and retirement planning strategies to help his clients manage assets and preserve wealth as they plan for their financial future. John believes in offering independent and objective advice for a complete financial plan that focuses on each client's unique goals, while selecting specific investments to help meet portfolio objectives. For corporate relationships he acts in a consulting capacity to help provide Investment Policy Statement, asset allocation and investment strategy assistance and guidance.
John attended Wabash College where he studied economics with a concentration in business. He holds security licenses including the Series 65, life, health, and long-term care and is Indiana Partnership certified. He has received numerous internal and external certifications in wealth management, portfolio management and retirement plan consulting. He is a member of the Financial Planning Association (FPA), the Investment Management Consultants Association (IMCA)* and the American Association for Long-Term Care Insurance. John is an Accredited Investment Fiduciary (AIF®) and a member of fi360. While at Raymond James, he has served on various Raymond James councils such as Technology Advisory Council, Marketing Advisory Council and is an initial and current member of the Raymond James Retirement Plan Advisory Council (RPAC).
John is also an active member of his community, serving in various capacities on his church council and parent faculty association as well as coaching youth sports for many years. He has served on the board as fundraising chairman as well as past treasurer, president and chairman of the board of Sertoma. John has also given presentations and seminars to businesses, publicly traded companies, pension and employee benefit committees and hospital boards.
John and his wife have five children and are lifelong residents of Indianapolis. He continues to be involved with several organizations and supports the Little Red Door Cancer Agency and the Indianapolis Symphony.
AREAS OF EXPERTISE
- Portfolio Management
- Financial Planning
- Estate, Charitable Giving & Trust Planning
- Corporate Retirement Plan Consulting
- Institutional Consulting
- Banking & Lending Solutions**
TARGET CLIENTS
- Families with an investable net worth greater than $5,000,000, or Corporate Retirement Plans with assets greater than $10,000,000.
HONORS / AWARDS
John was named to the 2026 edition of the Forbes list of Best-in-State Wealth Advisors
** The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
*Banking and Lending solutions are offered through Raymond James Bank, member FDIC, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank, member FDIC, for your residential mortgage needs.
Raymond James is not affiliated with the above organizations and/or charitable causes.
The Forbes Best-in-State Wealth Advisors 2026 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2024 to 6/30/2025 and was released on 4/7/2026. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 52,043 nominations, roughly 11,302 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.