“My interest in financial planning began as a frustrated 17-year-old trying to help my mom after my father died unexpectedly. Most financial advisors at that time were tied to insurance companies or employed by brokerage firms – and she ended up with many products with high fees and commissions that were not appropriate for her. Now I’m proud to be part of what I consider to be the nation’s premier ‘fee only’ wealth management firm where my clients’ interests are always first.”
As a wealth advisor, John is the quarterback for all of his clients’ wealth management needs, and “loves integrating tax strategies with wealth management strategies to prevent the erosion of wealth due to income taxes.” In addition, John heads up Truepoint’s P&G Pre-Retirement Service Offering, focusing on the unique needs of P&G professionals.
John is a graduate of the University of Notre Dame with a bachelor’s degree in accountancy. He is both a Certified Public Accountant (CPA) with the Personal Financial Planning (PFP) section and a CERTIFIED FINANCIAL PLANNER™ professional.
John and his wife have three children, whom he coached in baseball, soccer and softball. He also enjoys landscaping, home remodeling and collecting vintage baseball cards and memorabilia.