Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 License
  • Series 66 License

Education

  • Western Illinois University - Bachelor of Business Degree
  • DePaul University Certificate Program in Financial Planning

Awards & recognition

  • Ascent Financial Partners, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Five Star Wealth Manager, 2012-2023
  • Ascent Financial Partners, Ameriprise Client Experience Award, 2020-2022

Honored to be recognized in Forbes

We’ve got some exciting news to share: Ascent Financial Partners has been named to the 2024 Forbes Best-in-State Wealth Management Teams list. All of us at Ascent Financial Partners couldn’t be prouder, as this achievement reflects our shared commitment to making a difference in our clients’ lives through a truly personalized experience. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.

Community participation

Ascent Financial Partners & Ameriprise proudly supports Wounded Warrior Project and Warriors At Work. Our team also supports & volunteers at the Northern Illinois Food Bank & Peoples Resource Center in Wheaton.

Interests

  • Away from the office, John can be found spending time with his wife and five children. Whether that's enjoying a great family vacation or being present at his children's many activities.
  • A few of John’s interests include watching Chicago sports teams compete or playing a round of golf when time permits. He would tell you he is no Justin Thomas but enjoys the challenge. At home, he also gets great pleasure in attempting do-it-yourself home improvement projects. Thanks to Pinterest, his wife has a long “Honey, Do” list for him to complete.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.