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About Us

An Independent Financial Advisor, CPFA, John helps people with investing strategies, small business retirement plans, and Buy/Sell Agreements. Call for a no obligation consultation, He works FOR you!

John has an incredible passion for knowledge in the Wealth Management Industry. He helps keep clients informed on changes in the market, economy, and estate planning. He is dedicated to providing his clients with full service wealth management including investments, life insurance, college savings, income planning, tax planning, and estate planning. John is known for his ability to communicate complex financial concepts into simple, understandable details. If you are interested in investing, are near or in retirement, own a business, or have significant estate planning questions, meet with John to find the answers.

John has a Bachelor’s degree in Economics from the University of Minnesota. Prior to Wealth Management John was an airline Captain on Boeing 727. John enjoys spending time with his wife of 24 years Kathy, and their 3 kids on their hobby farm.

A Certified Plan Fiduciary Advisor (CPFA) is a financial professional that demonstrates expertise and experience working with retirement plans. During the CPFA certification, candidates spend around two months learning about fiduciary services for retirement plans.

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