As a Senior Advisor and Investment Strategist, John works with individuals and families to create and implement custom financial life plans to help them achieve their short- and long-term goals. John is a core member of the JNBA Investment Committee actively participating in investment strategy and decision making for the firm. He specializes in portfolio construction and analysis and has a passion for creating innovative strategies that help mitigate portfolio taxes and investment risk. John also regularly serves as an educator in retirement plan workshops, helping plan participants understand their plan and investment options.
“Advocacy means always putting clients’ interests first and doing whatever it takes to help them reach their goals and achieve financial peace of mind.”
John joined JNBA in 2008 and has more than two decades of experience advising individuals, families, and organizations. He has extensive experience working with small business owners and with defined contribution plan construction and analysis. Prior to joining JNBA, he served as a portfolio manager at Wells Fargo and as an investment manager at another Registered Investment Advisor, both located in Minneapolis.
John has a bachelor’s degree from the University of St. Thomas in St. Paul, Minnesota. He holds the Professional Plan Consultant (PPC®) designation and has been recognized multiple times as a Five Star Wealth Manager.
When not at work, John enjoys doing anything active, including hiking, biking, golfing, skiing, boating, taking his dogs on walks, gardening, and playing basketball.
John and his family are committed members of their church. Both John and his wife actively support Angel Foundation, Hunger Solutions, and many other local charities.