John is an experienced wealth advisor and CERTIFIED FINANCIAL PLANNERTM professional dedicated to helping clients pursue their life, financial, and legacy goals. He is passionate about considering a client’s full financial picture from their monthly cash flow to long term income needs at retirement when making financial recommendations. Through his efficient and effective use of the financial planning process, extensive knowledge of financial products, and his ability to recognize tax strategies, insurance planning and estate planning needs he is able to design personalized and attainable financial plans, as well as make recommendations to enhance client’s entire portfolio. John understands that there is more to your financial objectives and legacy than just money.
After earning his bachelor’s degree from Marquette University, John spent the previous 22 years in the finance industry as a wealth advisor.
John holds multiple FINRA registrations through LPL Financial, including series 6, 7, 63, and 65. He also holds multiple insurance licenses, including life, health, long-term care, and variable contracts and is a member of the Financial Planning Association.
John and his wife Kathy have two daughters, Ashtin and Taylor, and reside in Germantown, WI. Outside of the office he is found participating in triathlon races in and around Wisconsin and spending time with family in Door County Wisconsin.