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John Roessig, CFP®

John Roessig, CFP®


John has been in the financial services industry since 1985.  His status as CFP® is testimony to his in-depth knowledge and background in the financial planning field. With prior experience and education of 20 years as a pharmacist, John is uniquely qualified in realizing the needs and wants of those in the medical profession. His areas of experience include pre-retirement and post-retirement planning.

John’s mission, above all else, is to put the client’s interest first. By building a long-term relationship based on integrity and trust, John educates his clients to understand money and how it can work for them long term. Through outstanding service, professionalism and a reputation for honesty, John has built a solid client base and expanded his business through referrals from satisfied clients.

John is active in his community where he has served as Chairman for the Habitat for Humanity, Co-Chair of Health Care for Adolescents, served on the board for SERRA Trust Fund, served on the board of Eldergarden, and is a member of Optimist International. John is married to Barbara and has three children. He enjoys gardening, bible study, and visiting his grandchildren.