With more than 20 years of experience in the financial services industry, John’s mission is to educate clients on the fundamentals of wealth accumulation and preservation. John’s value to clients comes from his holistic approach to investment planning; reviewing their past investment experiences, their current financial situation as well as their future lifestyle goals and needs. He strives to develop lasting relationships built on a solid foundation of trust, friendship, and superior service delivered with high professional and ethical standards. John’s goal for each of his clients is to maintain his or her independence, economic freedom, and to retire with confidence. He helps clients transition their vision of retirement from both a personal as well as a financial perspective.