For more than 20 years John has been in the Financial Services industry helping clients reach financial independence.  John started his career with American Express as an advisor and quickly moved through the ranks to become a Registered Principal, teaching new advisors how to help clients.  After achieving numerous personal and professional goals including holding a management position for several years, John realized his true passion was working with his clients and strengthening the relationships he had developed.  

John is known as a trusted and knowledgeable advisor offering comprehensive solutions to a targeted client base which includes clients close to retirement and retirees.   John’s specialty is in aiding those who are at the precipice of retirement with direct rollovers, distribution planning, pension maximization, estate planning, and investment planning.

 

While the great majority of advisors spend the lion share of their efforts dealing with those in the accumulation stage of life, John has made a name for himself locally dealing with the complex issues that surround the retirement decision.  His efforts are focused on distribution planning, wealth creation, protecting assets, and wealth transference.  His focus is to allow his clients to truly enjoy the fruits of their labors without fear.  John cherishes all of the relationships he has in his life. Faith, family and friendships are everything to John.

            

Recently, John was named one of Milwaukee Magazine’s “FIVE STAR Wealth Managers”, a prestigious honor bestowed to a select group of professionals after a rigorous research process.  To learn more about the Five Star Wealth Manager award, please click here.

 

John and his wife, Melissa, are raising their five children Raven, Andre, Joah, Sebastian, and Braylon in Pewaukee, Wisconsin. John enjoys his family time, friendships, traveling, coaching and playing all sports.