CERTIFIED FINANCIAL PLANNER™
Originally trained as a teacher and administrator, John continues to apply his educational skills to his work with clients, making the complex subject of finances easily understandable to all. Since 1985, John’s mission has been to strive to achieve and surpass the stated goals of each individual, family, and business owner he works with in a personalized manner. John has developed a specialty of private wealth management focused on providing reliable income for retirees and tax-efficient transfer of wealth to one’s heirs. John earned his CFP® designation in 1991.
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