“I see financial planning as a truly personal endeavor—one that requires trust and integrity. I put my clients’ interests first and am grateful to work at a firm that supports this in every way, large and small.”
John’s Story
John’s interest in financial planning began when, as a frustrated 17-year-old, he sought to help his mom after his father’s unexpected death. At that time, most financial advisors were tied to insurance companies or brokerage firms, so she ended up purchasing products that were laden with high fees and inappropriate for her situation. This experience motivated John to find a different approach to financial advice, a topic he’s been quoted on in several publications over the years, including in Kiplinger’s, Wall Street Journal, and Money Magazine. John is proud to work at Truepoint, and he feels honored to learn about his clients’ concerns, fears, hopes, and dreams. He enjoys drawing on his technical knowledge—particularly of tax strategies, retirement planning, and income forecasting—to create a plan that will empower clients to achieve their goals.
John enjoys traveling with his family and working on projects around his home, including painting, landscaping, and minor remodeling jobs. He is also one of Truepoint’s many baseball fans but might easily take the title as the chief baseball historian through his love of collecting vintage baseball cards from the 1880s through the 1970s. But when baseball season is over, it’s all about supporting the Notre Dame Fighting Irish.
Specialties: integrating the technical with the personal, IRA rollovers and Roth conversions, P&G retirement planning, the Frank Duke Method
