John is responsible for all aspects of client service including the preparation of new account paperwork, processing new contributions, transfers and distributions, assisting with 401K rollovers and ensuring accuracy in our client account summaries. He also assists with portfolio analysis and financial planning. When you need information about your accounts, John is probably the one you will end up talking to.
Outside of work, John stays active through recreational basketball and wake surfing, and he enjoys the outdoors through camping. He is also an avid reader of self-development books, continually refining his leadership and communication skills to better serve clients and collaborate with colleagues.
