CFP®
Financial Advisor / Member Owner
Our depth of knowledge within university benefit plans, coupled with our team approach, really sets us apart from other advisory teams. It’s often the adjustments we can make from a planning standpoint today that can have a long-lasting impact for the families we serve.
John has been involved in the financial services industry since 2009 and is part Savant’s University Wealth Management team. Prior to joining Savant, he worked as a regional director focused on managing and building relationships with financial advisors and institutions for asset management.
John earned a bachelor of arts degree in business administration with a concentration in finance from the University of Wisconsin-Milwaukee. He is a CERTIFIED FINANCIAL PLANNER™ professional.
John enjoys spending time with his family and loves to stay active. John, his wife Ashley, and their daughters Nora and Ellie live in Black Earth, WI, where hiking and running the beautiful Ice Age trail are close by. John is an avid sports fan, enjoys activities in northern Wisconsin during the summer months, and likes to travel.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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