Senior Wealth Manager
John has lived in Colorado since 2001 and enjoys a lifestyle that includes skiing, hiking, biking and most other outdoor activities Colorado has to offer. In his spare time, John volunteers as the Fundraising Chair for the Clean Tech Open which is a non-profit business development competition. He is also very active within the South Metro Chamber of Commerce especially within their renewable energy task force.
John is a 18 year veteran in the securities industry. John works with individuals, trusts and non-profit organizations. He believes in a client-centric approach to planning and investing. Open communication and solid relationships with clients are essential to long term planning. John does not subscribe to the buy and ignore approach to investing. Taking emotions out of investment decisions and listening to what the market is telling us are critical components of developing a solid portfolio. Using relative strength along with other technical indicators, John will use what the market is telling us to derive a fluid portfolio to address the changes in the market as they occur. John’s professional designations include NASD Series 6, 7, 63, 65, Colorado Life, Health, and Variable Annuity licenses.