John began his career in 1990 working in the Insurance and Financial Services. He has built his own practice in the Midwest and serves over 1000 clients. With 30 years of business experience, John has gained expertise in the areas of holistic insurance and financial planning. John currently focuses on helping accountants to offer family office services and provide more value through proactive and holistic planning. John holds the following industry designations: Certified Financial Fiduciary®, Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor for Senior Living®, and Life Underwriter Training Council Fellow.

John pledges to place your interests above all else when helping to establish financial goals and implement a financial plan. John and his staff adhere to a strict code of ethics and are committed to providing you with superior service in the following areas: preparing a retirement plan that will meet your needs, identifying your life, health, and long-term care insurance choices, enhancing your family's security through the accumulation of an estate, conserving your existing assets, developing strategies to reduce and defer income taxes, and guaranteed income planning.

Financial planning is a broad topic which can include legal, tax, insurance, and investment components. Our focus is on the insured side of financial planning which includes the sale and servicing of fully insured pension plans, annuities, life, health, and long-term care insurance. We do not provide legal, tax, or security advice.