Greensboro, NC | 336-230-1811
John is a vice president at SFG, with deep financial analysis and planning experience, including: valuing 50 private companies while employed by a regional accounting firm; representing Wachovia (now Wells Fargo) Bank to buy and sell-side Wall Street analysts; evaluating expected returns on capital investments and implementing projects for Wachovia’s Wealth Management division; and leading process reengineering and financial analysis projects for a top-15 property and casualty insurance company. He joined the company in 2005.
BA – Economics and Foreign Affairs, University of Virginia
MBA – Loyola University Maryland, Sellinger School of Business
Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™
Member of the Family Wealth Advisors Council, an invitation-only study group of prominent fee-only wealth management firms based around the U.S.
Member of the CFA Institute and the North Carolina Society of Financial Analysts
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Finance and Investment Committee, United Way of Greater Greensboro
Board of Directors, Finance and Investment Committee, Noble Academy
Volunteer, Junior Achievement of Central North Carolina