Ludington, MI - Michigan Office
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John is a dedicated financial advisor who values the independence of the financial services industry, allowing him to provide advice tailored to each client’s unique needs. He enjoys working closely with clients to develop comprehensive financial plans that aim to address key life goals, including college savings, retirement planning, and protection against unforeseen events.
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John began his career in financial services in 2002, after spending eight years as an elementary school teacher in Fairbanks, Alaska. His passion for helping others and desire to make a broader impact led him to transition into wealth advisory, where he could leverage his experience to assist families in working towards long-term financial success. Prior to joining EP Wealth, John served as a Private Wealth Advisor at Executive Wealth Management.
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He holds a Bachelor's degree in Elementary Education from the University of Alaska Fairbanks, and while his career path has evolved, John’s commitment to serving others remains central to his work.
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Outside of his professional life, John is a devoted family man and works with many non profits including; Wings of Mercy, Mason County Pilots, Experimental Aircraft Association, Ludington Rotary and others.He has been happily married to his wife, Raina, for over 30 years, and together they are proud parents to four wonderful children and have eight grandchildren.
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