Professional Experience
John began his career in financial services in 1999 at a major brokerage firm in Orlando, FL. His primary focus and expertise is in comprehensive wealth management for high net worth individuals. He joined Wisdom Planning Group in 2021 as a Senior Wealth Advisor and Partner. While ongoing portfolio management is his primary focus, the CFP® designation gives John the ability to review many key areas of wealth management (tax planning, estate planning, business succession, etc.).
Education
John received his Bachelor of Science in Business Administration / Organizational Leadership from National Louis University, Chicago Illinois.
Personal Information
John has been an Orlando resident since 1991 and currently supports Take Stock in Children, Orange County, Central Florida Early Learning Coalition, and Florida Symphony Youth Orchestra.