John is a professional Portfolio Manager and Financial Planner. He offers clients thoughtful design and implementation of their investment programs and financial plans. John focuses his work across a full array of services in portfolio management and financial planning, emphasizing the income and estate planning potential unique to each circumstance.
John coordinates his work with other tax and legal professionals to administer different programs for brokerage, retirement, estate and trust accounts. John is a subject matter expert about Safe Havens and he contributes to the Project Dream Chaser research platform. John is a fee only fiduciary with leading tools for clients like Heximer Mobile.
John promotes continuing education and offers internship opportunities with different schools.
John is a Fee-only Certified Financial Planner maintaining a fiduciary standard of care. John is a Chartered Financial Analyst (CFA) Charterholder and completed a graduate degree in Financial Economics. John is an enrolled agent and has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards. Enrolled agents, like attorneys and certified public accountants (CPAs), have unlimited practice rights. This means they are unrestricted as to which taxpayers they can represent, what types of tax matters they can handle, and which IRS offices they can represent clients before.
