Bio
As a Wealth Advisor at 103 Advisory Group LLC, John listens to the needs of his clients and collaborates with them to design, build, and oversee solutions that fit their unique goals and objectives. He focuses on integrating wealth management concepts associated with taxes, estate planning and goals-based investing. John has experience advising young families, individuals with equity-based compensation, finance professionals, business owners, and retirees, along with private family foundations.
Prior to partnering with Rick at 103 Advisory Group LLC, John was an Associate Wealth Advisor at Strategic Wealth Partners. He has 15 years’ experience in the financial services industry, which have included roles in portfolio management, investment research and litigation support.
Chartered Financial Analyst (CFA®) Charterholder
CERTIFIED FINANCIAL PLANNER™ Practitioner
Member of the CFA Institute
Member of the CFA Society of Chicago
Butler University, BS Finance
John lives in Chicago with his wife and two daughters. Outside the office, John enjoys family time, golf, running, cycling, and landscape projects…along with the occasional pick-up soccer game. He has completed an Ironman 70.3 Triathlon and played Men’s Varsity Soccer at Butler University. He is the former President of the Sauganash Community Association in Chicago and a member of the Crohn’s & Colitis Foundation Illinois Chapter.
