John has a long career helping clients with their individual and business needs in regards to Banking, Trust and Investment Management. He specializes in Retirement Planning while taking a holistic approach to analyzing his client's entire financial situation. This perspective allows John to devise and implement strategies for his clients to reach their life goals.
John has been in the Financial Services Industry since 1990 when he began in the Consumer Associate program with First Union National Bank in Charlotte, North Carolina right after graduating from Auburn University. John graduated the Southern Trust School in 1998 and earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional designation in 2005. He was also named a Five Star Wealth Manager in 2012*.
John and his wife Meredith live in Dunwoody and have two children, Jackson and Caroline. He earned a BA from Auburn University and is an active member of Peachtree Road United Methodist Church. When not at work, John enjoys golf and traveling with his wife.
*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. We applied for the award. No fee was required for nomination, receipt, or promotion of this award, which was independently granted. The award was independently granted and membership in an organization was not required. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go to http://bit.ly/2dVQQFc