He brings over 35 years of experience working with Fortune 500 executives to assess and implement complex compensation strategies—including deferred compensation, restricted stock, stock option, and other employee benefit planning. John assists clients with their investment, income tax, wealth transfer planning, family governance, and philanthropic strategies. John joined us from Covenant Multifamily Offices—a multidisciplinary financial advisory firm—where he was the founder and managing director. He served as the firm’s CEO, chief wealth advisor and led all client service efforts. John is also the co-founder of Scratchworks, a FinTech accelerator that connects innovative tech companies