Focusing on comprehensive financial planning for families and business owners, John is driven by his passion for helping clients reach for their goals and aspirations, both financially and otherwise.

As the detail-oriented advisor guides clients through building and preserving their wealth and developing long-term, sustainable retirement planning strategies, he acts not only as a financial planner but also as a family partner.

A Chartered Retirement Planning Counselor (CRPC®), John previously served as vice president and senior financial advisor at Merrill Lynch, where he hired and developed new financial advisors as a team leader for the Merrill Lynch Training Program.

John was an advisor with Raymond James from 2018 to 2023. When forming his own independent advisory firm he chose to use the clearing and custodial services of Raymond James.

“Simply put, I value the firm’s client-first culture,” John said. “It’s refreshing to have the ability to provide white-glove service to all clients, and to partner with a firm that supports me and provides a conflict-free environment."

When he’s not in the office, you may find John on the competitive chess tournament circuit in both Michigan and Chicago.