John focuses on planning for individuals, small and medium-sized business owners, and executives in the Kansas City metro area. He specializes in retirement planning, wealth management, estate planning strategies, and business continuity issues when applicable. John graduated from Kansas State University with a business degree emphasizing finance and economics. The opportunity to tutor and teach others economics while at Kansas State was a determining factor in choosing a career working with people and their finances. It illustrated his ability to explain complex issues in an easy to understand format and affirmed his desire to help people achieve their goals, objectives, and dreams.
John takes pride in developing a custom plan for each and every client he works with. We believe, his approach leans on the art and the science required to help achieve excellence within the financial planning process. Not only must the numbers make sense, but the plans and strategies employed must feel right to all clients based on their objectives and personal preferences. Once this is accomplished, John helps clients implement their plan as well as monitor and adjust the plan moving forward. Throughout the process, John utilizes his instructional background that strive to enhance his clients understanding of financial planning and its components.
John and his wife, Melissa, havefour young children, Lillian, Lincoln, Elodie and Sadie. John enjoys golf, tennis, and snow skiing. Both he and Melissa are avid water skiers and boaters. They also enjoy traveling and supporting Kansas State football and basketball. When not at the office, traveling, on the lake, or at KSU sporting events, John and Melissa enjoy volunteer work, participating in various clubs and associations, and cooking.