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John is a Partner in the Houston office and has over 50 years of experience in the industry. He is a member of the firm’s Wealth Management practice. As an advisor, John is passionate about helping clients develop holistic financial plans to achieve personal and financial objectives. His areas of expertise include investment management, retirement planning, estate planning and charitable giving strategies, assessment of insurance needs and opportunities, and evaluation of retirement plans and corporate benefits.

Prior to joining Cerity Partners, John was the Founding Principal of Investec Wealth Strategies. Throughout his career, he has advised small business owners, corporate executives, medical professionals and others on growing and protecting their wealth. John’s decades of experience dealing with affluent individuals and families covers a broad array of financial issues.

John is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Investment Fiduciary® designation (AIF®).

John has served as a board member for SEARCH Homeless Services, a non-profit organization that offers support to Houston’s homeless population. Additionally, he has served on their Budget and Finance Committee as well as chaired the Investment Committee. In addition, he is a past board member and Chair of the Community Relations Committee of the Jewish Federation of Greater Houston and served on the Federation’s Budget and Finance committee for many years.

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