Registered Client Services Associate
Focus
John’s primary focus is meeting clients’ account service needs. He seeks to provide clients with an unmatched level of care in financial services.
Background and experience
John grew up in Clear Lake, Texas where his father worked for NASA. He participated in football, track, and crew before attending the University of Houston, and graduated with a degree in Finance and a minor in International Studies.
While attending college, John worked with a CPA firm, a brokerage firm, and a lawyer’s office. He decided to pursue investments because of his passion for helping people with personal finance.
John is CFP ® professional.
Away from the office
John enjoys the wonderful Colorado outdoors and going on hikes with his dog, “Little Dog”.
He is a resource for many of his friends and family and is often researching different areas of personal finance.
You can also find John at the gym or assembling computer hardware in his free time.