John is a veteran wealth manager who has served both institutional investors and private clients for more than 35 years. He has a well-established reputation for helping individuals and families reach their financial goals. John leads a highly experienced and knowledgeable team who works with each client to develop strategies and personalized solutions to help accumulate, protect and transfer wealth.
John earned his bachelor’s degree in economics from the University of Wisconsin and currently holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. In addition, John has completed the Securities Industry and Financial Markets Association’s certification program at the University of Pennsylvania’s Wharton School. Since 1999, John has received annual recognition as a member of RBC Wealth Management Chairman’s Council, an honor accorded the top 150 of the firm’s financial advisors for attaining the highest level of excellence and productivity while maintaining a record of superior customer service. He has been named to the 2014, 2015, 2017, 2019 and 2020 Barron’s Top 1,200 Advisors list, as well as the 2015 and 2017 Financial Times Top 400 Advisors list in the U.S.
A lifetime resident of Whitefish Bay, John enjoys golf, tennis and travel, as well as spending time with his wife, Meg, and their two children, Dana and Jack.