Managing Director, Partner
John serves as a Partner and Managing Director of Creative Planning, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. He practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management and charitable planning. John’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to achieve your goals.
Prior to joining Creative Planning, John was a Vice President for one of the nation’s largest investment advisory firms where he worked directly with high net-worth individuals and families. In this role, he was responsible for building financial plans and portfolios for his clients. John has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients and providing comprehensive wealth management for high net-worth households.
John is a former United States Marine and received his bachelor’s degree from the University of Nebraska at Omaha. He is an active member in Junior Achievement of Colorado.
John lives in Englewood with his wife, Jamie, and their dogs – Penny and Wally. He enjoys golfing, reading American history, snowboarding, hiking and spending time with friends and family.
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