John enjoys assisting clients in all phases of financial planning: portfolio creation, accumulation, preservation, and distribution. Each phase of the financial process has different financial instruments that should woven into your plan as you go through life. John is an advocate for educating individuals on financial topics and his expertise includes portfolio construction, asset allocation, style and sector analysis, strategic and tactical investment strategies, retirement calculations, and risk analysis. John is a veteran and served our country for 20 years in the US Air Force. John has a passion for helping others achieve goals and looks forward to serving you.
John is a CERTIFIED FINANCIAL PLANNER™ CFP®, Chartered Financial Consultant® ChFC®, and Retirement Income Certified Professional® RICP® designations. He offers both fee & commissioned based securities management and is licensed as an independent Investment Advisor Representative. John has his Colorado Insurance Producer License for life, accident and health, and variable products. He earned a Bachelor’s Degree in Business Management from Park College and a Master’s in Business Administration from Touro University specializing in e-commerce. John will design a plan to meet your needs using investment options that include both market-based and non-market based alternatives where appropriate.
John enjoys spending time with his wife and three children. He volunteers with several local organizations and his favorite activities include traveling, boating, and geocaching.