About our team

Prior to becoming a financial advisor, John was a vice president and wealth management consultant for RBC Wealth Management. Based in Chicago, he helped financial advisors and their clients identify strategies to accumulate wealth and convert that wealth to income. Before joining RBC Wealth Management in 2007, John spent 21 years in the financial services industry, holding executive positions involved in portfolio management, fixed income trading and retirement planning. He has significant experience working with individuals and boards in the foundation and endowment market, helping them understand their fiduciary responsibilities and assisting them in creating an investment policy statement and investment plan to meet those responsibilities. John’s skill set also includes in-depth experience meeting the unique needs of institutional investors and high-net-worth clients, with a focus on portfolio construction and investment manager analysis. In providing counsel to investors, he employs a planning discipline that helps identify needs, concerns, expectations, in addition to important commitments and goals. Additionally, his expertise includes retirement planning, insurance solutions, charitable giving strategies as well as estate and trust planning considerations. A graduate of the University of Wisconsin–Madison, John received his bachelor’s degree in business administration with a major in finance, investments and banking. He holds an MBA in strategic management and entrepreneurship from the University of Chicago and earned the Certified Investment Management Analyst designation. He passed the Series 7, 53 and 63 exams. John served as an adjunct faculty member at the College of Lake County, where he taught a variety of business courses and has spoken on wealth management topics at conferences and other events held across the country. John and his family enjoy traveling, hiking and have a particular passion for skiing. He and his wife, Adrienne, have five adult children and eight grandchildren.