As an adviser, John believes in a comprehensive planning approach, and he strives to help clients maximize each component of their financial world. He does this by getting to know each of his clients, learning about their goals and taking time to understand their unique circumstances. From there, he spends time educating them and developing a plan that addresses both their short- and long-term objectives. These plans cover a wide range of financial topics, including retirement planning, investment management, and insurance planning. Recognizing that plan efficacy and efficiency are important to both individuals and business owners, John also actively works in the Qualified Retirement Plan market, assisting employers and their team members with strategic plans. John’s goal is to help his clients reach successful outcomes, and he continually reviews and updates their plans, making proactive adjustments to ensure they stay on track as their circumstances change.
John joined the financial services industry after graduating from the University of Wisconsin Madison. He is an Accredited Investment Fiduciary® and holds his Series 6, 7, 24, 26, 63, and 66 licenses.
John spent much of his life in Brookfield, Wisconsin, and recently moved to Hartland with his wife Susie. They have three grown children, and they enjoy walking their dog together and spending time with family and friends. John also likes to golf, but for him, it’s more about enjoying time with good friends than it is about the scorecard.
Bucket List Vacation
Beef tenderloin on the grill
Favorite Sports Team
Something You Can’t Live Without
Favorite Part of Your Day
Morning with a cup of coffee