Comprehensive Financial Planning
Small Business Benefits & Tax Planning
About the Financial Advisor
John is the President and Co-Founder of Phase 3 Advisory Services. Phase 3 Advisory Services was established on the principle that personal values and goals should be the foundation upon which all financial decisions are made. Although money cannot buy happiness, sound financial management is a critical part of pursuing a meaningful and fulfilling life. They believe that successful financial management should strive to increase both personal wealth and personal fulfillment.
John focuses on serving small businesses and individuals in Buffalo Grove, IL.
He serves his clients by helping them map, monitor, and manage their financial plan. John guides his clients on how to get from where they are today to where they would like to be in the future with customized services.
Education and Designations
- Southern Illinois University, Bachelor’s Degree, Organizational Communications, Minor in Business and Personal Finance
- Moody Bible Insitute, Studies in Communications
- CFP® – CERTIFIED FINANCIAL PLANNER™
John enjoys spending time with his family and living out his faith. He went with his family on mission trips to work with orphanages in South Africa and Mexico. John and his wife, Pam, have two daughters, Ashley and Julia, and two grandchildren.