John is a graduate of Duke University with a B.A. in Psychology and Classical Studies. Upon graduation in 1990, he entered the financial industry. While his initial focus was on the risk management side of financial planning, in 2004 he transitioned his business to incorporate a comprehensive planning approach that integrates both risk and wealth management strategies to help his clients achieve their personal goals.

Over the course of his financial career John has earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Life Underwriter (CLU®) designations. He currently holds the series 6, 63, and 7 securities licenses.


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