Focus

John has more than 18 years in the financial services industry. As a Senior Wealth Advisor, John believes that one of the best ways to help establish economic success and financial security for his clients is by developing a customized, comprehensive financial plan.  He strives to build long-term relationships and exceed client expectations through financial and retirement planning.

 

Background and Experience

A graduate of Appalachian State University, John holds degrees in Finance & Banking and Risk & Insurance.  He also graduated from The BB&T Banking School at Wake Forest University.  Prior to establishing his own practice alongside Signature Wealth Group and Raymond James Financial Services in 2021, he held positions at Truist Wealth, and BB&T Wealth Management in NC serving clients in comprehensive wealth management services. He holds his Series 7 and 66 registrations and is a CERTIFIED FINANCIAL PLANNER™ professional.

 

Away From The Office

John lives in Boone NC, with his wife and two children. He and his family love the outdoors and enjoy hiking throughout the high country.  In his spare time, John enjoys fly fishing, hunting and being a part of Alliance Bible Fellowship with his family.

 

 

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