John has been committed to providing exceptional service to his clients since entering the financial services industry in 1989, and has earned both the CLU and ChFC designations. John is a life and qualifying member of The Million Dollar Round Table (MDRT), a current MDRT Top of the Table qualifier, and a member of the International Forum, Society of Financial Service Professionals and Southern Arizona Estate Planning Council. John’s practice focuses on helping business owners, professionals and high net worth individuals. His objective is to help his clients achieve their financial goals through wealth preservation and succession strategies. As an active member of his local community, John currently serves on the board of the Tucson Medical Center Planned Giving Council. John is an avid reader, who prides himself in keeping up on current financial concepts and matters. He enjoys spending time with his wife, Kim, three children and grandson.
Check the background of the investment professional on FINRA’s BrokerCheck