As a Financial Advisor, John likes to help individuals and families better understand how to simplify the financial process. Over the course of two or more conversations, John and the client uncover important financial concerns and desires. He helps the client convert these abstract issues into tangible goals. John helps “de-mystify” financial solutions by educating his clients how they can be applied to meeting their objectives.
John has been serving clients as a Financial Advisor for over six years. Prior to becoming a Financial Advisor, he worked in the technology field serving the area’s largest businesses for over 25 years. He grew up in Crystal Lake, IL and has a BA degree from Northern Illinois University. In 2011 John was named a FIVE STAR Wealth ManagerSM by Twin Cities Business and Mpls St. Paul Magazines*.
Living in Hopkins for over 20 years, John and his wife, Sara enjoy their four children and three grand-daughters. He is active in his church, sings in the choir and also enjoys fishing, music and working in the yard. John is active in the community and has served as a board member of the Hopkins Business and Civic Association (HBCA). You will find him in the HBCA tent or CaringWorks! booth at the Hopkins Family Days, Raspberry Festival and Hopkins in Motion community celebrations.
*As seen in the Mpls St. Paul Magazine and Twin Cities Business.
Services
John enjoys working with all investors. His skills are best used working with individuals and families facing complex and important life transitions. Sometimes these transitions are years away and other times they are sudden. These transitions include:
Providing income at retirement after a productive career
Planning the move from a residence into senior living facility
Dealing with a spouse or parent with failing health
Transitioning assets to children, charities or both
Sending children (or grand-children) off to college and affording it
These are transitions with which most families have little experience. In most cases the expertise of a trusted attorney, tax consultant and Financial Advisor aid in making the transition successful. John would be honored to help your family successfully navigate any of these transitions.
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
