John has been a Wealth Management Advisor since 2000, working with families and businesses to implement well-rounded insurance, wealth management, retirement, and estate strategies to help build long-term tax efficient stability. As a fiduciary planner, he leverages his expertise in providing strategies for helping them to manage their risks, accumulating assets for retirement, and providing solutions for employee and executive benefits.
John values every opportunity to connect with new individuals and families. He is committed to supporting clients both personally and professionally, taking pride in building meaningful, long-term relationships that extend well beyond their working years.
John graduated from the Milwaukee School of Engineering and now resides in Park Ridge, IL with his wife, Vivian, and their two boys. When he’s not advising clients, you’ll often find him at the gym or on the field and ice, coaching youth baseball and hockey—two passions that keep him closely connected to his community.