As a relationally-driven advisor, John’s mission is to bring insight, data analytics, and expertise that is personal to each client. His primary focus is to provide information, solutions and strategies that align with and help clients successfully achieve their goals, objectives, and aspirations. With over 20 years of experience, John brings a wealth of knowledge and wisdom to the table.
Enduring relationships are a priority with John and his 25 year marriage to Lois is a testament to that. They enjoy investing together in the lives of their three adult children, their church and their community.
Credentials, Memberships & Associations
• Chartered Financial Consultant (ChFC)
• Chartered Life Underwriter (CLU)
Education
• B.B.A. in Finance, Albion College
• M.S in Finance, Walsh College