Upon the completion of this service, John entered into full time work as an investment advisor with a focus on helping public school educators prepare for their retirement. He currently serves approximately five-hundred clients who have invested in exchange-traded funds and fixed annuities. John believes in the importance of getting to know the client’s goals, investing their funds in a diversified portfolio, monitoring the investment performance and making adjustments in the portfolio investments as the market changes.
John and his wife Jane will be celebrating their 53rd wedding anniversary in August of 2017. Jane retired from public education after twenty-three years as an elementary and kindergarten teacher. They have a son, Scott, who works in the music industry composing and arranging music for movies and live musical performances.
Check out John’s credentials on Finra’s BrokerCheck.