John brings to the group over 30 years of customer service experience in both the automotive and financial services industry helping clients solve complex financial challenges. His attention to detail, good listening skills and great empathy are symbols of his appreciation for his clients. He is effectively supported by a team of administration, group benefits and investment product specialists, whose teamwork and professionalism help him build long-term relationships with his growing client base and provide exceptional customer service.
John has worked with the partners for over 13 years supporting the retirement plan consulting team with investment performance and analysis as well as working with retirement plan participants by providing financial, retirement and investment education and advice. His work with individuals is based on ensuring that they save at a healthy level, understand their risk tolerance and time horizon, and select an asset allocation strategy that is appropriate for them.
John enjoys travelling to warm weather destinations with his girlfriend. He enjoys spending time with his family and especially his only grandson. He is an avid hockey player and continues to play the game competitively with friends. He lives and active lifestyle and enjoys working out and good nutrition.