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John brings more than 30 years of experience guiding successful individuals, families, and business owners through critical financial decisions. Throughout his career, he has led wealth management teams and developed deep expertise in portfolio construction, financial planning, and risk management. A Certified Portfolio Manager and fiduciary, John is committed to placing his clients’ interests first and delivering investment strategies that align with their long-term goals.
John is dedicated to continuous learning and enjoys staying current on evolving market trends and advanced portfolio strategies to help clients achieve strong, consistent results. He is passionate about building portfolios that not only perform but also reflect the values and aspirations of the clients he serves.
Outside of work, John enjoys spending time with his wife of nearly 30 years, their three daughters, and their two Bernese Mountain Dogs.