In wealth management, no two days are alike, and that’s one aspect of the work that appeals to John. He welcomes the opportunity to listen to client stories, understand who they are and help them achieve their goals.
Clients’ interests drive his role as an advisor. John seeks to anticipate his clients’ needs using a personal, empathetic and creative approach tailored to their individual circumstances and goals. He appreciates playing a role in the protection, growth and stewardship of his clients’ hard-earned assets, yet he notes, financial planning isn’t just about outcomes – it’s about the insight, experience and client service he provides.
Through a transparent process and dedicated, personal service, John helps his clients focus on what’s most important to them for the long term.
Outside work, John likes to spend time exploring Chicago’s arts scene, watching his youngest son play hockey and hanging out with his family.
Master of Arts in history – University of Chicago
Bachelor of Arts in history – University of Chicago