John’s investing approach has garnered a diverse clientele, and he regularly pursues continuing education to help ensure the guidance he offers is the most current available. John is a CERTIFIED FINANCIAL PLANNER™ professional.
John has been a professional in the financial services industry for over 15 years and works with clients throughout the Tri-Cities community and nationally on their long-term financial goals. John earned a Bachelor of Science Degree from The University of Texas at Austin in Architectural Engineering. Furthering his education, John completed an MBA in Personal Financial Planning from Indiana Wesleyan University.
John has served on the Boards of several local churches, foundations, and was a trustee with the Arts Center Task Force. He enjoys hiking Northwest trails with his wife Julie, traveling, vacationing in the mountains with his family, and attending all the activities associated with his 3 wonderful daughters.