Meet John



Time is free, but it’s priceless. You can’t own it, but you can use it. You can’t keep it, but you can spend it. Once you’ve lost it, you can never get it back – Harvey Mackay

Like most, I did not and could not appreciate how true this quote was until I was long established in a career, growing a family and seemingly short on hours when considering how best to spend my “free time”.

While proud of the family and relationships I had grown, the professional accomplishments on my resume and the reputation that followed me, there were more impactful endeavors that I wanted to spend my time pursuing. There was more learning to experience and teaching to do, deeper connections to make in encouraging people in my world to live their best lives and make the most of their time.  After many years of working at large asset management firms, I embraced financial planning as the avenue I would travel to impact the world around me in a positive way, a path that would provide the opportunity to personally guide and motivate others to do the same.

Entering college, I remember thinking that ultimately I wanted to be a wealth of knowledge for my friends and family when it came to finances and investing. The first half of my career was spent building the knowledge to be that resource. What I did not appreciate was that while the technical side of money and investing is important, it is mindset, motivation and the pursuit and appreciation of success that drives us all to derive meaning and satisfaction from the work we do, the wealth we build, the energy we exert on things we care about and the impact we can have on society.

We’ve all got stories worth telling and lasting impressions that we ideally want to leave on the world around us. I want my story to be one of a guide, educator and motivator in helping clients simplify financial decisions, proactively game plan for their future and best navigate the world of finance and the inevitable life transitions that we all experience. Freeing people to focus on their own stories in a more confident way by serving as a reliable steward over the financial side of their lives is why I have chosen financial planning as my profession.

Warren Buffet once said “Someone is sitting in the shade today because someone planted a tree a long time ago.” I believe that planting trees and nurturing their growth is noble and important work and with every impactful interaction I have with clients, I consider it time very well spent.


Favorite food:

Pizza on Family Friday Night

Favorite quotes:

“Get busy living or get busy dying” – Andy Dufresne. “If you are not willing to risk the usual, you will have to settle for the ordinary" – Jim Rohn

If you could meet anyone, past or present, it would be:

Richard Branson

Favorite book:

The Century Trilogy – Ken Follett

Favorite movie:


Favorite TV show:

Arrested Development

What motivates you:

My wife and kids

Favorite holiday:


Place you’d most like to visit:


Biggest professional accomplishment:

Recognizing when I’m ready to make a bigger impact and adapting to make it happen…in short…I haven’t accomplished it yet.