John has been serving clients as a Financial Advisor for over ten years and became a CERTIFIED FINANCIAL PLANNER™ in 2011. Prior to becoming his career in financial services, 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.
John currently lives in Plymouth after having lived in Hopkins for over 20 years, John enjoys his four children and three grand-daughters. He is active in his church and enjoys fishing and singing with the Northern Lights Chorale. He is active in the FPA (Financial Planning Association) of Minnesota and currently serves on the Membership Committee. He has served on numerous church boards and as a member of the Hopkins Business and Civic Association (HBCA) Board of Directors. He can be found in the HBCA booth or CaringWorks! Tent at the Hopkins Family Days, Raspberry Festival, Hopkins in Motion or Empty Bowls community celebrations.
Services & Client Experience:
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.