John’s experience includes working on both the individual and institutional sides of the business at Morgan Stanley and Vanguard. John graduated from The University of Arizona with a degree in Economics, with a focus on business. He believes that the key to his strong relationships with clients is trust; his clients’ best interest is at the forefront of his recommendations. He works closely with each of his clients to develop an individualized plan designed to help them work toward their financial goals, whether they are concerned with retirement, business planning, wealth management, or other issues. His clients include successful professionals, retirees, corporate plans, and individuals seeking sound financial guidance. John and his wife, Ashley, have three children and live in south Charlotte. He is an avid golfer and enjoys traveling with his family. He is involved with The Animal Rescue Foundation and The Foundation for Animals in Risk. John and his family are active members at St. Matthews Church.