John joined our team in March of 2021 from “Big Blue” country as he relocated to Johnson City from Lexington, KY. John not only fits the BCS Wealth Management culture, but he brings a diverse business background and six years of financial planning experience.
John provides holistic financial planning to individuals and families. He also works with business owners and the retirement plans they offer to employees. John has deep knowledge in various types of group retirement plans. He is committed to working with business owners and HR professionals to simplify the process and experience.
John brings expertise and passion to our team in the group retirement plan area. With ever-changing legislation and fiduciary liability, we believe this area of investment advice can be, unfortunately, underserved and outdated. Since retirement plans can be essential to attracting and retaining employees all parties would be well served to know the details of the plan. He will work directly with employers to explain their responsibilities as plan sponsor and with employees to compliment or start their financial plan. In addition to being securities licensed, John has furthered his investment knowledge and obtained two advanced certifications: the Accredited Asset Management Specialist® (AAMS®) and the Certified Plan Fiduciary Advisor (CPFA) designations.
John and his wife, Blake, have two children, Haltson (6 yrs.) and Haines (2 yrs.). Outside of the office, John enjoys spending time with his family, hiking, snowboarding, golf, and cars.
Email John at: firstname.lastname@example.org