John’s clients range from small business corporate retirement plans and endowments to retirees, widows, widowers, families and affluent individuals. He takes a comprehensive account of all factors that can impact a portfolio, including cash flow and income needs, time horizon, risk factors and other intangibles, such as previous investment history when he works with clients. This approach reduces the anxiety that his clients may experience as they embark on their relationship.
His clients benefit from the experience of a team that has more than 60 years of combined experience in helping clients navigate complex wealth management needs. John and his team are here to help whether you are selling a business, managing retirement cash flow, or ensuring your legacy.
Outside of the office, John is a member of St. Paschal Baylon School, and a current board member of The Littlest Heroes. John is a former board member of the Fairmount Fine Arts Center and a former board member of the American Cancer Society Planned Giving. He and his wife, Anne, and their four children live in Highland Heights. John earned a B.S. in finance from Miami University in Oxford, Ohio, and an M.B.A. from Weatherhead School of Management at Case Western Reserve University in Cleveland, Ohio.
Experience to guide you forward
– Entered in the financial services industry in 1992
– Holds Series 7, 8 and 65 securities licenses
– Chartered Retirement Planning Counselor
– Focus on comprehensive wealth management strategies and asset allocation
– Forbes Best-In-State Wealth Advisors 2020
– M.B.A., Case Western Reserve University; Weatherhead School of Management
– B.S., Miami University of Ohio
– Forbes Best-In-State Wealth Advisors 2020
Registered States:
AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KY, MA, MD, MI, NC, NH, NJ, NY, OH, PA, SC, TX, VA, VT, WA
