Author, speaker and financial advisor for more than 20 years, John helps clients reach a financial point in life to be able to do what they want, when they want and for as long as they want. He is skilled in managing lump sum rollovers such as: 401k, Pension, IRA’s, spousal/family inheritance, consolidating and simplifying investment accounts.
John opened his practice in 2015. Before that, he was with Merrill Lynch Wealth Management. He has experience in managing money thru several bear markets and recessions, two wars and a major terrorist attack. He applies these lessons and experiences to helping clients avoid potential retirement risks. It’s not the team that makes the best shot that usually wins the game, it’s the one with the fewest mistakes.
Having lost both parents and in-laws over four years, John has personal knowledge as to the complexities and emotions with executor/trustee roles and the transfer of wealth. He also leads by example, having his own financial house in order, being debt free, and often owning what his clients do (he eats his own cooking).
John holds the Chartered Retirement Planning Counselor designation from the College for Financial Planning. This program is a graduate level course that focuses exclusively on retirement planning. To maintain this designation, he must adhere to a strict code of conduct, complete annual continuing education and maintain a clean financial statement. He is an Investment Advisor Representative and holds various registered licenses through LPL Financial.
He earned his degree from the University of North Georgia. Before graduation, he served in the Georgia Army National Guard as an Infantryman. He was commissioned an Officer in the US Army by his dad, a retired Army Colonel and Alumni. He served honorably till the year 2000. He and his family reside in Dahlonega, Georgia.
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