

John serves as a practice consultant assisting advisors in better understanding the needs of today’s – and tomorrow’s – clients.
John has an eclectic background with prior careers spanning the worlds of investments, insurance, and mortgage lending. Over the course of his career, he has helped hundreds of individuals and corporate clients to achieve their goals through focused analysis, caring guidance, and implementation. He built and sold a multimillion-dollar mortgage brokerage, allowing him the freedom to follow his dreams of world travel and self-exploration.
John now serves as a coach to advisors. His broad coaching background and approach adds a dimension of personal development and spiritual growth, guiding clients to a deeper understanding of themselves and their lives.
Director of Advisor Services
Investment Analyst
Senior Financial Planner
Client Services Associate
Advisor
Practice Consultant
Financial Advisor
Client Services Manager