Specialties
About Me
Since 2000, John has been dedicated to helping clients identify and pursue their financial goals.
He received his bachelor's in Business Administration from West Texas A&M University and is now a Wealth Management Advisor. John has earned the CERTIFIED FINANCIAL PLANNER ™certification along with the Chartered Financial Consultant® or ChFC® designation. He was also named to the 2022 and 2023 Forbes Best-in-State Wealth Advisors lists.* Away from the office, John likes to spend time with his wife and watch his son and daughter participate in extracurricular school activities. He is extremely proud of his family and all that they accomplish each day in their individual lives. During weekends, John enjoys traveling with his family and partaking in the occasional Netflix binge. He is also an active member of his church and an avid musician, playing the drums in the church band. John is always ready for his next challenge. One of his favorite parts of his job is helping clients and their families succeed financially.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP, ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
*The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.