John earned his Bachelor’s Degree in Economics at the University of Utah. In July of 1994, he began his financial services career at Prudential Preferred Financial Services in the Seattle office where he became a leading expert in institutional investment consulting and planning for the region. In 1997, John moved his practice to RA Bench, where he specialized in investment consulting, design of general and executive benefit arrangements, the financing of shareholder buy-sell agreements, and estate tax and business succession planning. He co-founded Duncan & Haley in December 1998, and has subsequently studied and worked intensely in institutional investment theory, fiduciary stewardship and