John is a Fee-Only Advisor who works in a fiduciary capacity and has been in the financial services industry since 1997. John leads a team that assists a select group of families with their financial affairs. John's team helps clients build, preserve, protect, and transfer wealth. His clients are primarily comprised of business owners, corporate executives, medical and legal professionals, university faculty, those managing an inheritance, and other retirees. Corporate retirement plans are also a large part of John's practice. John is currently a CPWA® ,C(k)P®, and AIF®.