My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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10
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
  • Financial Planning for Small Business
  • Wealth Preservation Strategies

Education

  • Bachelor's Degree, Business Administration and Management, University of Phoenix 2010-2013

Awards & recognition

  • Sutton, Sanford, Schantz Group, Ameriprise Client Experience Award, 2023

Previous experience

  • Merrill Lynch, Financial Advisor, 2016-2018
  • United States Army Reserve, Specialist, 2010-2017
  • United States Army, Corporal, 2003-2010

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

John is deeply engaged in his community and participates in events around The Woodlands. He is a dedicated member of his church’s men’s prayer group and takes an active role in supporting his daughters’ school activities. John’s involvement reflects his strong commitment to faith, family, and fostering meaningful connections within his community.

My photos

3 albums
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