With a passion for improving the financial reality of military professionals, federal employees, and small business owners, John serves as an advocate to help you navigate the complex world of money with unwavering guidance.
As a former United States Air Force Officer and Honor Guard Commander, John had the privilege of presenting the flag and final salute to families of our nation's fallen heroes. Fueled by this profound experience, he pursued a career as a financial advisor, which allows him to showcase the immense value of proactive financial planning. With a suite of best-in-class platforms, John aims to deliver a significant competitive financial advantage to you and your family.
John's mission is to ensure that all the pieces of your Total Financial Picture™ come together harmoniously. Unlike the one-size-fits-all approach, John believes in placing your own financial goals, values, and personal vision of success at the heart of every strategy he implements.
Whether you are a mid-career professional transitioning from active duty or federal employment toward a second career or retirement, or a small business owner in need of a succession plan, John utilizes a defined seven-step financial planning process to benchmark your current financial reality, identify strengths and weaknesses, and ultimately design a personalized plan that aims to increase your net worth over time.
With a commitment to providing a boutique, concierge experience, John strives to build lifelong relationships with each individual he has the pleasure of working with. Family-focused, legacy planning oriented, and optimistic about the future, John and his team serve as your dedicated partners, especially during pivotal life moments.
John’s commitment to excellence is reflected in his associations and affiliations. He holds memberships with esteemed organizations such as the Financial Planning Association, the Financial Services Institute, the American College of Financial Services, and the Military Officers Association. Furthermore, he actively contributes to charitable causes, including the Wounded Warriors Project, Operation Healing Forces, and Project Sanctuary. Additionally, John is an active community volunteer offering pro-bono financial services for low-income families, making a positive impact beyond his professional endeavors.
John enjoys various activities outside of the office. Spending quality time with family and friends, SCUBA diving, skiing, and embarking on exciting journeys are just a few of his cherished pursuits.