John is a Partner in the Bloomfield Hills office. He is a member of the Investment Committee and has over 27 years of Investment Advisory experience working with high net worth families, foundations, not for profits and endowments. John advises on over $1.3 billion of private client assets on planning topics such as retirement planning, cash flow analysis, college planning, and investments. John provides objective, independent advice for his clients.
John started his career with a lead money management firm in Birmingham, Michigan. From there, he moved to a leading national brokerage firm. After successfully building a practice he was recruited by Deloitte & Touche and founded their Investment Advising Practice in Michigan. He also chaired the Investment Policy Committee and served as practice leader for the Detroit office. John was involved in many aspects of developing the infrastructure of Deloitte’s investment practice in that region, including performance reporting, research, and deliverables to the marketplace. He was the lead contributor and educator on a national basis of tax-aware investing strategies within the Deloitte Investment Advisory Practice.
John earned a Bachelor of Science degree with a general business emphasis from the University of Detroit. He is a member of the Investment Management Consulting Association as well as many other investment consulting related organizations.
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