Senior Wealth Manager
As a family man and a 28 year veteran of the financial services industry, John brings experience and perspective to his conversations about helping secure strong financial futures for his clients. With his experience he brings knowledge and insight to advising clients in areas of wealth building, investment management, and responsible, sustainable income alternatives. Most of all, what you can expect from John as your Financial Advisor is his commitment toward understanding and respecting each client relationship.
John – working closely with families and individuals – helps build a plan toward setting and realizing their goals – whether they involve enjoying a secure retirement, helping children and grandchildren obtain quality educations, or simply living the life they worked so hard to achieve.
John is a graduate of the University of Denver and holds FINRA Series 7,66,and 63 licenses in addition to Colorado Life, Health, and Variable Annuity licenses. John was one of the earliest advisers to join America’s Retirement Store and has been with the firm virtually since its beginnings in 1990; he resides in the Littleton area with his wonderful wife Julia and their delightful and energetic daughter Lily.
Have you wondered how your investments stack up next to other investors from a risk and performance standpoint? Have you determined your best option of taking your Social Security benefit?
Please fill out and return this Social Security Analysis form. I will discuss with you the options that make the most sense for your situation.
Are you willing to risk a life-time of savings? If not, take some time to hear John’s approach to a more proactive and protective strategy towards your retirement: