John spends a large portion of his time researching and formulating investment strategies to better suit the needs of our clients. He is the lead speaker for client and business education, utilizing the extensive knowledge he has gained over the past 21 years within the hedge fund, brokerage and mutual fund industries.
A few years after receiving his Health Science - Radiology degree from Univ. of Missouri he obtained his investment licenses & got his start in the online brokerage arena in 1998. In 2000 he finished his MBA from Baker University and then went on to work as the Head of Sales & Operations for a New York City based hedge fund in 2002 before eventually joining a large mutual fund distributor in 2004 as a Regional Vice President. He spent more than 17 years traveling to educate advisors and clients on topics related to: global markets, economies, investment selection, asset allocation, and planning.
John’s life began in Independence, MO and after graduating High School in 1986 he joined the US Army and was an Airborne Infantry soldier from 1986 – 1991 in multiple Parachute Infantry Regiments between stints in Central America, Fort Bragg & other bases overseas. Post military he utilized his GI Bill/College Fund to attend college at the Univ. of Missouri.
After college he met his lovely wife Julie & they have two wonderful daughters, Kara & Katie. John still enjoys staying in touch with his military roots, training, working out & the great outdoors. And most of all - enjoys time with the family &, in general, just being around good people who show up every day & try to do their best.