About Us

Our mission is to work with our clients to address and continually improve their overall financial lives while preserving long-term, inter-generational wealth.

After nearly a decade working with and for institutional investors, John began his financial work with individuals and families in 2006. The financial guidance delivered to his individual and family clients emphasizes the importance of preparing to meet a lifetime of lifestyle needs and wants. Inter-generational wealth planning strategies are integrated into his work with clients once lifestyle goals and objectives are met.

Formal Education & Professional Experience

Butler University - Indianapolis, IN
Bachelor of Science Business Admin. (Finance), Summa Cum Laude

Prudential Securities – New York, NY
Associate Vice President-Credit & Agency Trading & Underwriting

US Bancorp Piper Jaffray – Minneapolis, MN & Denver, CO
Vice President-Credit Trading & Underwriting
Vice President-Institutional Fixed Income Sales

Legg Mason – Baltimore, MD
Vice President-Credit Trading & Underwriting

Raymond James – Indianapolis, IN
Financial Advisor

Past & Present Civic Affiliations

Board Member, Ouray County Soccer Association
Past Chairman, Indiana Mothers’ Milk Bank Board of Directors
Past Member, Marion County Convention and Recreational Facility Authority
Former Member, Professional Advisors Group, Archdiocese of Indianapolis
Former Guest Lecturer, Corporate & Professional Ethics, Marian University
Past President, Meridian Street Foundation
Past Treasurer, Butler-Tarkington Neighborhood Association
Past Member, Immaculate Heart of Mary Finance Committee