John has been a dedicated professional in the financial services industry since 1985, earning his CFP® designation as a testament to his extensive knowledge and expertise in financial planning. With a background of 20 years as a pharmacist, John brings a unique understanding of the needs and priorities of those in the medical profession. His areas of expertise include pre-retirement and post-retirement planning, helping clients navigate key financial milestones.
Above all, John is committed to putting his clients' interests first. He believes in building long-term relationships based on integrity and trust, educating clients on how to make money work for them over the long term. Through exceptional service, professionalism, and a reputation for honesty, John has cultivated a strong, loyal client base and expanded his business through referrals from satisfied clients.
Active in his community, John has served as Chairman for Habitat for Humanity, Co-Chair for Health Care for Adolescents, and on the boards of the SERRA Trust Fund, Eldergarden, and Optimist International. He is married to Barbara and is the proud father of three children. In his free time, John enjoys gardening, Bible study, and visiting his grandchildren.