Relationships build on trust
As a Dayton-area native and University of Dayton graduate, John began his career as an auditor for what was then known as one of “The Big Eight” accounting firms. From there, he became the comptroller for a nonprofit organization, then an accounting and management instructor and department head at a junior college. John’s experience in accounting and education has proven to be a valuable background for our joint practice. Building relationships with clients is a lot like building relationships with students: built on trust with a desire to help you pursue your goals, and a mutual understanding that we work as a team.
John began his investment industry career in 1999 at Smith Barney. John’s priority is to help you take the right financial steps to work toward your goals. Through attention to detail and genuine caring, he seeks to minimize your stress and maximize your joy as you navigate the financial aspects of life.
Education
John holds a Master of Science in Education and a Bachelor of Science in Business Administration (Accounting) from the University of Dayton.
Registrations
John holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses.
Personal
John lives in Miamisburg with his wife, Nancy. They have been married for over 30 years and have three adult children who bring them great happiness. Outside the office, John enjoys cycling, hiking, playing disc golf, and traveling to National Parks and historic sites around the U.S. He is also an avid sports fan, especially football, basketball, and tennis.
