With decades of experience in financial advising, John brings both depth and breadth to his work with clients, combining technical expertise with a calm, caring approach. His specialties span investments, insurance, and mortgage lending, and he has guided hundreds of individuals and businesses toward their financial goals through focused analysis and clear, practical advice.
John built and sold a multimillion-dollar mortgage brokerage early in his career, giving him the freedom to pursue world travel and personal growth —experiences that continue to shape his holistic approach to advising. His work blends financial planning with a deep respect for personal development and spiritual insight, helping clients align their wealth with their values and life purpose.
John holds a B.A. from the University of Houston and earned his Certified Financial Planner™ designation from the College for Financial Planning in Denver. He now collaborates closely with his wife, Laurie, serving clients across the country with a shared commitment to clarity, compassion, and long-term vision.