As Branch Director, John has a wide range of duties that include spending time to support Financial Advisors and to serve as an important resource in helping them achieve success. John’s hands-on approach, experience in the business and expertise in building client relationships, are fundamental principals in his leadership and have proven to enhance the effectiveness of his advisors and overall success of his branch.
Emphasizing practice flexibility, client service and community involvement, John tries to identify where he can help add value to the office as it continues to grow. In addition to fostering a cooperative environment, John encourages financial advisors to be entrepreneurial, while providing them with the necessary resources to support their style of business.
John has been in the financial services industry since 2000. He graduated from North Central College in Naperville, Illinois with a Bachelor of Arts in finance and marketing. Prior to attending college, he served four years with the United States Marine Corps. In 2005, after completing the rigorous curriculum required, he earned the CERTIFIED FINANCIAL PLANNER™ certification. He is also a Level II Candidate in the CFA program.
Personal John was raised in the city of Chicago. He currently resides in the suburbs with his wife and their three children. He is active within the local community volunteering time with several civic and charitable organizations. In his free time John enjoys spending time with his family, golfing, running and reading.