John joined the financial industry in 2012 after more than a 20 year career of executive leadership and sales management in the telecommunications & technology industries. John draws on his years as a business executive and personal experience to help clients chart their financial futures, manage their assets and to protect what’s most important to them. He helps people make informed, smart financial choices. Working with individuals and families, John focuses on long-term planning that frequently crosses generations. As an advisor to clients, his role is to educate, motivate and inspire people to take action regarding their financial future. Using a holistic approach with a team of experts across various disciplines of financial planning, John advises on the interplay between investments, insurance and the tax and legal elements of a client’s situation.
A lifelong native of the Denver area, John and his wife Kristin currently live in Littleton, CO where they enjoy spending time with two wonderful children and their two goldendoodles.
Check the background of the investment professional on FINRA’s BrokerCheck