“My goal is to understand your financial situation almost as well as you do. I strive to provide you with a process that helps you to organize, simplify and systemize your financial life in order to help you to optimize your opportunities and to give you confidence as you pursue your future financial goals.”
John is a Financial Advisor and has been since 1986. John and his team of 6 thrive on the opportunity to serve clients in more than 25 states from their offices at R.W. Baird in Lexington, Kentucky. John’s passion for financial advising is to help strengthen marriages and families by encouraging people to develop healthy financial habits and to practice healthy communication skills around money and possessions. John and his wife Lori have been married for 41 years, have 5 wonderful adult children and 8 grandchildren. John loves organizations that teach, encourage, and recognize character and has served on numerous boards including Fellowship of Christian Athletes, Jubilee Jobs, NCCJ, and several churches.
John is a Certified Financial Planner (CFP®), a Certified Retirement Planning Counselor (CRPC®), and graduated from the Wealth Planning Essentials Program and the Securities Industry Institute at the Wharton Business School. Additionally, he holds the FINRA Series 7, Series 63, Series 65, and Series 31 licenses, and holds insurance licenses in more than 20 states.