Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner
Houston
Client Advisory
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.
Q:
What do you do in your personal life that helps you help your clients?
I am blessed and spend my time working at maintaining close family ties, respecting and being supportive of friends while staying aware of current events. I show a keen interest in my local community, the state of our nation, and global matters.
How would you describe your best day doing what you do?
Having a client sit through a comprehensive meeting, reshaping their financial lives, and who turns around and says to us, “With both the clarity and vision you have shown to us today, both my wife and I will sleep well tonight and in the future.”
Why is wealth management important, especially today?
It is the framework around which we can educate and bring clarity and perspective to help people to balance their economic needs and to help in the process of bringing together the haves and the have nots for a more equitable economic justice.
What does the world need now more than anything?
An ability to confront the enormous challenges compounded by the after effects of COVID-19, on the world economies, the conflicts among nations and the need for a more civilized way to face our past and govern our future. We so desperately need to be willing to hear each others needs, fears and concerns.
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