Wealth Management Advisor
John is a Vice President at SFG, with extensive 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; leading process reengineering and financial analysis projects for a top-15 property and casualty insurance company. He joined the company in 2005.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® , Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
My wife Jennifer and I are raising three rapidly growing children. I am active in my church and a dedicated distance runner, having completed numerous marathons including Chicago, New York, LA, Miami, Pike’s Peak, Greece (the original course) and the Boston Marathon three times.