John works closely with successful individuals and families to create goals based wealth strategies that align with their priorities, values, needs and goals.
John began his career in Merrill's Junior Executive Training (JET) Program where he worked in Asset Management. Upon graduating from business school, John moved to the institutional side of finance where he developed derivative strategies for the world’s largest hedge funds, endowments, pension funds, asset managers and sovereign wealth funds. John has also been a Visiting Lecturer at the University Of Virginia McIntire School Of Commerce.
John earned a Bachelor of Business Administration from Southern Methodist University and a Master of Business Administration from the University of Michigan. He earned his Certified Private Wealth Advisor® (CPWA®) designation from the Investments & Wealth Institute™ (The Institute) and taught in conjunction with the Yale School of Management's Wealth Management Theory & Practice program.
John lives in Southern Albemarle with his wife, Janine, and their two sons. He is a member of the Southern Environmental Law Center’s Next30 committee. He is a skier and a fisherman.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
