John is the leader of the Wealth Management services team of the firm. His extensive tax background is a critical tool in the wealth management services that the practice provides to their clients. He works with clients to create and implement disciplined strategies for the accumulation, protection and ultimate transfer of their wealth. For the past eleven consecutive years John has received a “Top Representative” award from his broker dealer, Cetera Financial Specialists LLC and their predecessors, recognizing him as a professional whose commitment to financial services and professionalism in providing client solutions has placed him among the top of his peers.
John also provides consulting and planning services to small closely held businesses. He enjoys being a partner to these small business owners and strives to bring financial, tax and other business experience to the table in presenting solutions to meet the challenges of their goals and objectives.
He is insurance-licensed, securities-registered and an Investment Adviser Representative. He earned his Bachelor of Science in Business Administration from the University of Missouri, St. Louis.