John has been in wealth management since 2006. He is a graduate of Georgetown University, CERTIFIED FINANCIAL PLANNER™, and an active member of both the Upper Arlington Rotary Club and Georgetown University Alumni Admissions Program. John strives to understand client's needs and through the use of in-depth financial planning, provides tailored service to each individual. John believes that every client deserves an effective, understandable financial plan that changes as their goals change. As your Financial Advisor, he looks forward to helping you realize your financial goals. He works every day to meet the unique objectives and financial goals of individuals and families like yours.