Client Advisory

Biography

John is a Principal in the Cincinnati South office. He provides comprehensive financial planning solutions to individuals, families, and businesses to ensure they achieve their short- and long-term financial goals. By taking a holistic approach to financial planning, he creates efficiencies in a client’s situation and gives them more confidence when it comes to managing their overall wealth.

Prior to joining Cerity Partners, John served as a Senior Financial Advisor at ARGI Financial Group. Before his time at Argi he worked as a Financial Advisor for nearly 10 years at Fidelity Investments and TD Ameritrade, where served high net worth clients.

In his spare time, John enjoys spending time with his wife and two daughters, cooking, and traveling.

Education

  • B.S. in Finance from Ohio Northern University
  • B.S. in Management from Ohio Northern University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Series 7, 63, and 66 license holder

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.