With over 20 years of industry experience, John focuses on helping individuals, families, and small businesses manage, grow, and preserve their wealth. His process includes portfolio analysis, financial and retirement planning, tax-efficiency, and hedging strategies. He prides himself on a consistent, yet customized wealth management experience, that focuses on what is in the best interest of his clients. John works closely with his clients to understand their needs and updates their individualized strategies based on regular reviews and monitoring overall progress towards their goals.
John has a passion for serving the needs of his clients and is committed to delivering high quality financial advice with professional integrity.
John is a graduate of the Business School at Tulane University in 1997, and he currently resides in the West Loop neighborhood of Chicago.
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*According to SmartAsset 08/22