Phone: 800-888-5164 ext: 235
Investment Adviser Representative
John has spent the last thirty years in the Investment Management industry. John takes pride in the fact that he utilized all this time helping high net worth individuals manage their personal balance sheets and income statements, as he feels that these needs are distinctly different than those of corporations and institutions (professional investors).
With an abiding passion for the worlds of investments and financial planning, John is committed to education, as evidenced by a Masters in Business Administration from the University of Chicago. He also has an undergraduate degree in Finance from the University of Illinois at Champaign/Urbana and earned his designation as a Chartered Financial Analyst (CFA).
John feels that his education will never be finished, and his professional goal is to use this intellectual curiosity to help clients find the most efficient manner of planning for the future of themselves, and their family.
A Chicagoland native, John currently lives in the west suburb of Wheaton with his wife, Heather. They have three kids, Brooke, Jake and Skylar, two of whom are out of college, and one at Purdue University. John enjoys spending time outdoors golfing, skiing and hiking/riding in the forest preserves by his house.