Starting his career in banking, John developed an interest in investing and helping people from a young age. As he worked his way through banking as a teller, then new accounts, to mortgage origination and finally into wealth management, he quickly began to realize the impact a financial strategy can have on someone’s future. John’s career path has given him a wide range of experience on how people interact with money, which helps him to understand why people make the financial decisions that they do. He believes all of this helps him be the best financial professional for his clients that he can be. John’s philosophy on financial planning is “if you can’t predict the future, you must prepare for it”.
Graduating from Nelson Marlborough Institute of Technology in New Zealand, John holds degrees in business and management. John and his wife reside in Pewaukee, Wisconsin, and have two boys. In his spare time, John enjoys spending time with his family, reading and golfing.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies