As a financial advisor in Austin, John helps individuals, families and corporations with at least $2 million in investable assets achieve their financial goals through personalized strategies and experienced guidance. With over 35 years of experience as a financial advisor, John is passionate about empowering clients to build a secure future. He offers a wide range of wealth planning services such as:
• Investments
• Credit and lending
• Insurance and annuities
• Estate services and giving
• Trust services
• Qualified retirement plans
• Business solutions
John graduated from Oregon State University with a Bachelor of Science degree in finance and economics. He also passed the Series 5, 7, 63 and 65 exams. He holds life, health and variable annuity insurance licenses, as well. John deepened his financial knowledge by obtaining the Advance Wealth Manager (AWM) designation. The Advanced Wealth Manager Program is a professional designation specifically designed by RBC Wealth Management. This exclusive program builds on the fundamentals of wealth management— our methodology for helping you accumulate, protect, enjoy and transfer your wealth—with a focus on the sophisticated knowledge and skills necessary to gain a deeper understanding of his client’s individual financial objectives and address complex financial needs. John is a member of the Financial Planners Association and a member of the Society of Financial Services Professionals.
John is a member of the ACL Live at the Moody Theater venue since it opened downtown 14 years ago and attends 20 to 30 concerts a year with his two sons. At home, John hosts dinner parties where he’s the sous chef for his very talented, beautiful chef and wife of 42 years, Joyce (John does the dishes). John is a Pacific Coast native and moved to Austin in 1986 and has enjoyed Austin’s amazing downtown energy then and to this day.
