With over 30 years of experience focused on advising owners and family-controlled businesses, John brings a unique depth of knowledge and care to the clients he serves. A focus on building the family continuity supported by the business, real estate, investments, and long-term planning are key aspects to his most successful engagements. With an extensive financial background, John has established relationships with experienced specialists and works well with all professionals. In addition to raising four children of his own, he is also a licensed Investment Advisor and Insurance professional with banking, finance, and management experience.