Specialties
About Me
For over 35 years, John has been providing creative solutions to his clients’ needs and establishing long lasting relationships based on trust and integrity.
John is passionate about helping people make fully informed decisions about their financial future. Using the Lifetime Economic Acceleration Process (L.E.A.P.), John can test and verify the pros and cons of every financial decision. When working with families, John focuses on not just the needs, but the quality of life provided for a loved one with special needs. Through the American college, John obtained his CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant) designations. John is certified in Special Needs Planning and is a member of the Academy of Special Needs Planners. For the past 3 years, John has been a member of the finance committee for NAIFA Texas and is the Chief Investment Officer for NAIFA Dallas. For 4 consecutive years John has achieved the Five Star Wealth Manager Award. Using a team approach, John helps his clients build plans to stand the test of time.
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Interests & Hobbies
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Credentials
CLU, ChFC, ChSNC
Chartered Designations
What do these credentials mean?
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Disclosures
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on objective criteria including credentialing and designations, compliance with Firm and regulatory standards, client retention rates, households served, and assets managed. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided and is outlined completely at www.fivestarprofessional.com/public/wmresearch. None of the listed recognitions are indicative of the recipient's future performance or success. Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC (HTK). Registered Investment Advisor, Member FINRA/SIPC. 600 Dresher Rd., Horsham, PA 19044, USA. 800-873-7637, www.htk.com. HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company. Wealth Coordination Partners is unaffiliated with Hornor, Townsend & Kent, LLC. HTK does not provide legal and tax advice. Always consult a qualified tax advisor regarding your personal tax situation and a qualified legal professional for your personal estate planning.