John has managed assets for families’ foundations, endowments, and corporations for nearly 20 years. He constructs customized investment services and solutions, and works hand-in-hand with clients to educate them and help achieve defined goals and objectives. Serving as Senior Advisor–Investment Strategies, John is a leader of JNBA’s Investment Committee which drives investment strategy and decision making for the firm. He has a passion for portfolio analysis and construction, and for creating strategies that mitigate portfolio taxes and investment risk.
John also has extensive experience in defined contribution plan construction and analysis. Because of his experience with JNBA clients and their families, helping them understand the key components to building and monitoring the appropriate investment strategy, his work as an educator in retirement plan participant workshops is a valuable asset to institutional clients and their participants. Across the board, John’s clients, colleagues, and peers admire the extent of his passion for the financial markets.
Prior to joining JNBA, John worked as a Portfolio Manager at Wells Fargo and an Investment Manager at Silver Oak Wealth Management, both located in Minneapolis.
His professional highlights include:
- Professional Plan Consultant (PPC™)
- Four-year winner of Five Star Wealth Manager
- Graduated cum laude with a degree in finance from the University of St. Thomas
When he is not at work, John enjoys doing anything active including hiking, biking, golfing, skiing, boating, taking his dog on walks, gardening, playing basketball, etc. He is pretty much up for anything!
In the community, he and his family are active members of their church. Also, with his wife acting as chairperson, and John’s support and volunteerism, they both support Hunger Solutions, in addition to many other local charities.
Favorite quote: “You can drive a car with your feet, but that doesn’t mean it’s a good idea.”