Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
33
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Retirement Plan Distribution

Education

  • Clark Atlanta University, MBA

Community participation

My approach to community involvement and contribution to society is at the “micro” level rather than “macro”. No memberships in community organizations, although most of them do fine work. I simply try to make a positive impact on the people that pass through my life by the kind of examples I set in the way treat them and the way I conduct myself…. individual to individual, neighbor to neighbor, father to son, husband to wife … and on and on and on. Think of the possibilities…. what a “movement” that could become.

Causes That John Cares About:

  • Animal Welfare
  • Children
  • Civil Rights and Social Action
  • Education
  • Environment
  • Human Rights
  • Politics
  • Neighborhood Volunteer Clean-up

Interests

Managing ones financial life with a well thought out financial plan can produce success even with varying degrees of execution. But when that rare individual, or better yet couple, comes along that brings just the right combination of patience and discipline to the planning process; that produces a level of success that provides me the greatest pleasure in doing the work that I do. It also validates my effectiveness as a financial advisor, and more importantly that of the financial planning process. It happens over and over… and it never gets old.

My ultimate self indulgence is a round of golf as often as I can.

My photos

1 albums
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