John began his career in the financial services industry in 2001 and enjoys the role he plays in helping clients define and pursue their personal and financial goals. As a client, you can rely on him to explain and simplify complex financial planning subjects – such as multigenerational wealth transfer, tax saving strategies and long-term retirement planning – and how each investment choice fits within your personalized financial planning strategy. John also helps clients filter out short-term market noise by helping them focus on the steady, carefully planned pursuit of their long-term goals.
Prior to joining Raymond James in 2015, John was an advisor at LPL Financial, LLC. John spent many years with top firms such as Wachovia Securities, IFMG Securities, Atlas Securities and WM Financial services, which add to his broad industry perspective and background.
John was born in Eugene, Oregon, and raised in Coronado, California. He attended National University in San Diego where he received his BA in business. He lives in Coronado with his wife, Ivona, and their two boys. Outside the office, John enjoys building furniture, boating, scuba diving and motorcycle adventure riding.