John leads the Financial Planning team. He is passionate about helping families clarify goals and develop solutions designed to achieve their financial objectives.
He also supports the Retirement Plan Services Team by helping plan sponsors manage their fiduciary responsibilities, maintain, and monitor their investment processes to meet their organization’s obligations under ERISA.
John holds a B.A. from the University of Michigan and an M.B.A. from Michigan State University. He has been working as a Financial Planner since 2004. John also holds the AIFA (Accredited Investment Fiduciary Analyst) designation from Fi360, C(k)P (Certified 401(k) Professional) designation from The Retirement Advisor University, and he earned his CRPC (Chartered Retirement Planning Counselor) designation from the College for Financial Planning.
CA Insurance License #0E45099
Retirement Dream: To play the top 100 golf courses in the US.