John is a native of the Washington, D.C. area. He holds the CERTIFIED FINANCIAL PLANNER™ certification, and the Certified Exit Planning Advisor and Chartered Retirement Planning CounselorSM designations. He uses his years of experience across multiple good and bad market cycles to oversee the team’s process of serving and advising clients and their families.
John coordinates client investment strategy, financial planning, estate and trust strategies and tax-management strategies as the global economic, political and financial market landscapes change. He advises pre-retirees, owners and the C-suite with a team-driven, collaborative process. He focuses on managing details between existing and eventual advisors needed for resulting liquidity events, retirement, estate planning strategies, exit readiness, exit planning, trust and succession planning, and family governance.
John received his Bachelor of Science degree in finance from the University of Maryland, his CFP® certificate from the University of Virginia, CRPC® certificate from the College for Financial Planning and his CEPA designation from the Exit Planning Institute. He enjoys serving and volunteering with his local church, and is a former board member of Central Union Mission and volunteers with other nonprofits. He also loves saltwater fishing and playing golf. John, his wife and their three children reside in Vienna, Virginia.
