“I am passionate about learning. It allows me to grow personally and professionally. And that helps me provide the highest quality service to clients.”
As a tax specialist with an estate background, John assists individuals and families with integrated tax planning and compliance services. He also assists with coordinating efforts between the tax and estate teams. “Taking a team approach and putting the clients’ objectives first really puts Truepoint in the best position to effectively help clients reach their financial and wealth management goals.”
John holds a Bachelor of Arts degree from Denison University in Granville, Ohio. He earned his Juris Doctor degree magna cum laude from the University of Cincinnati College of Law. Prior to joining Truepoint, John was an attorney with Kohnen & Patton.
John is very involved in the community. He is a member of the American, Ohio and Cincinnati Bar Associations, the RISE ASG (formerly Dealmakers 2030) group of the Association for Corporate Growth, and served on the live auction committee for the Golf Classic for Ronald McDonald Charities. He recently completed the Cincy Next program through the Cincinnati USA Regional Chamber. While at UC, he was a volunteer with VITA, the Volunteer Income Tax Assistance program. In his free time he enjoys playing golf, reading, and spending time with his family.