Get to know the dedicated professionals who are here to guide you through every step of your retirement journey.
In his role as Wealth Manager, John is dedicated to guiding families and individuals toward long-term financial success. John takes a thoughtful and strategic approach to wealth management, ensuring that clients have a clear plan for achieving their financial goals. His commitment to client success is built on trust, integrity, and a focus on delivering tailored financial solutions.
With a deep passion for helping others, John brings a unique background to financial planning, having spent 12 years as a pastor, followed by 10 years in banking before transitioning into financial advising. He holds the Chartered Retirement Planning Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA) certifications.
Originally from Minnesota, John now resides in North Peoria with his family. In his free time, he enjoys playing tennis and basketball, listening to music, and spending quality time with his loved ones.
