As a professional
After earning his Bachelor of Business Administration degree in finance from the University of Texas at Austin, John spent the first three years of his career working as a real estate consultant. He then returned to the McCombs School of Business at the University of Texas to pursue his MBA with a concentration in investment management. While in graduate school, John interned at Dimensional Fund Advisors, a leading investment management firm with over $250 billion in assets. He also completed the requirements to sit for the CERTIFIED FINANCIAL PLANNER™ examination and earned his CFP® certification in March 2011. In August 2014, he earned the Chartered Financial Analyst® (CFA®) designation. He also holds a Master of Science degree in personal financial planning from Kansas State University.
Prior to their move to RBC Wealth Management in 2016, John joined The Evergreen Group at Morgan Stanley in 2011. The Evergreen Group is led by John’s father, Phillip, who has been in the wealth management business since 1974, gaining experience in virtually all aspects of wealth planning and investment management. John takes great pride in providing continuity to the client relationships that Phillip has built over the past four decades.
As a person
In the rere moments John is not attending to his clients or pursuing his financial education, he enjoys spending time with his wife, Lindsey, their daughter, Lilah, their son, Jack, and their French Brittany Spaniel, Gracie. John inherited his father’s love of the outdoors. Together, they have spent many afternoons on the salt flats around Rockport in search of speckled trout and redfish, or in the South Texas brush country hunting the elusive “Muy Grande.” John is also an avid golfer who has spent a great deal of time battling the pull hooks.