John has been advising individuals on financial planning issues for over seventeen years.
He began his career as an actuary and benefits consultant with a global consulting firm. There, he advised Fortune 500 executives on qualified plans, deferred compensation, stock options and investments.
John has also created, implemented, and monitored comprehensive financial plans and investment portfolios for private clients of a nationally recognized brokerage firm.
Degrees and Certifications
- Master of Science, Financial Planning
- Bachelor of Business Administration
- Certified Financial Planner™ (CFP®) Designation
- Certified Employee Benefits Specialist (CEBS) Designation
- Chartered Life Underwriter (CLU) Designation
- Past Associate Member of the Society of Actuaries (ASA)
Awards and Press
- Best Financial Planners in Dallas-Fort Worth, D Magazine, 2006, 2008, 2010
- Five Star Wealth Manager, Texas Monthly Magazine, 2011, 2012
- Reader’s Choice Award, September 2011 Frisco Enterprise Newspaper
- Featured in the Wall Street Journal, Newsweek, Business Week, Kiplinger’s Personal Finance, Investment News, and Financial Advisor Magazine
Clients Include
- Executive team of a nationally recognized not-for-profit organization
- Superintendent of a prominent north Texas school district
- Doctors, dentists, and attorneys
- Managing partner for a national benefits consulting firm
- Police officers, firefighters, and paramedics
- Executives and employees of Cisco Systems, Ericsson, JC Penney, Capital One, Walt Disney, Texas Instruments, EDS, Boeing, Frito-Lay, ClubCorp, Michelin, Dell, and more
- Retirees, Corporate Executives, Self-Employed Individuals, and more
Personal
- John and his family attend Gateway Church in Frisco.
- John’s sons attend Legacy Christian Academy in Frisco.
- Member of Leadership Frisco, Class IX