PROFESSIONAL PROFILE

PROFESSIONAL EXPERIENCE AND EXPERTISE

Employed in financial services industry since 1991, John has established an exemplary financial advisory practice by working closely with clients to help them establish their financial goals. John is a Certified Financial Planner and views his role with clients as two-fold:

1. Coordinate all aspects of client’s financial world (investments, income, tax strategies, debt management, insurance, wills & trusts, charitable giving, education, retirement and special needs) into one comprehensive and cohesive strategy.

2. Monitor and manage the investment portfolio using a disciplined sector rotational strategy, including domestic, international, and alternative investments. Also, manage strategies that utilize Mutual Funds and Individual Money Managers. Insisting upon understanding the specific situations of the clients with whom he works, John endeavors to establish deep and valued relationships – to become an “essential partner” in his client’s financial future.

John works with clients on an individual basis, as well as providing employee workshops and seminars to corporate executives.

PERSONAL

Originally from Charlotte, John attended Charlotte Latin School and graduated with a Bachelor of Science degree in Business Administration from the University of Alabama in 1987. He worked as a Property and Casualty Insurance Broker for 11 years and as a Financial Advisor since 2002. He is married with three children and is currently on the Parish Council of his church and a past board member of the Johnston YMCA and the Charlotte Latin Alumni Governing Board.

John has also supported Habitat for Humanity, March of Dimes, MS Society, Race for the Cure, The Relatives, and The Childrens Theatre.