Practice Focus
- Individual & Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection & Evaluation
- Special Needs Planning
- Investment & Insurance Analysis
Education/Certification
- Bachelors and Masters degrees from East Texas State University
- Chartered Life Underwriter (CLU® ) – The American College in Bryn Mawr, PA
- Certified Fund Specialist (CFS) - Institute of Business and Finance in La Jolla, CA
- Registered Financial Consultant (RFC)
As an independent financial planner, John has served clients since 1979. He
works with individuals, business owners and key executives to develop
strategies in the following areas:
- Individual and Business Financial Planning
- Estate Planning Strategies
- Retirement Plan Selection and Evaluation
- Special Needs Planning
- Investment and Insurance Analysis
John holds many professional industry designations including CLU (Chartered
Life Underwriter), CFS (Chartered Fund Specialist) and RFC (Registered
Financial Consultant). A director and independent financial planner at a topten branch with Securities America*, John has enjoyed a career of more than
35 years connecting with people and helping clients plan for their financial
futures. In 2015, he was recognized as one of the Dallas/Ft. Worth Area’s “Five
Star Wealth Managers” by Texas Monthly Magazine**. This award is presented
to the top three percent of wealth managers in the Dallas/Ft. Worth area.
John helps clients seek financial freedom and independence by helping them
establish clear goals and financial discipline. He works with clients to prepare a
plan that takes into consideration their goals, unique needs, time frames and
risk tolerances. John helps to educate clients so they can make well informed
decisions and find meaningful financial solutions to their specific, personal
circumstances.
John enjoys spending time with his wife Danette, three children and three
grandchildren. He is a deacon at his church, serving on various committees.
John has also been a board member for four corporations during his financial
career.
He also likes to spend time golfing, fishing, hunting and coaching. Having
coached baseball for over 30 years, five of the young men in his program have
gone on to play major league baseball. John proudly served his country for four
years, riding submarines for the United States Navy.