John has over 30 years of experience in Financial Services, Finance and Strategic Business Consulting. He is one of the two co-founding principles of Financial Convergence. John specializes in income and estate planning with an emphasis on safe-money retirement strategies.
He is passionate about helping families and businesses establish financial capacity that creates freedom and gives rise to legacy. One of his primary goals is to help establish powerful people who make decisions from a position of strength instead of necessity or ambiguity. His focus is educational empowerment and working with families to help them establish, achieve and celebrate their “Income Independence Day.”
There is no greater reward than partnering with families to be income independent so they get to thrive for generations. Education, Coaching and Teaching are paramount to empowering families.
He holds the designation of Certified Financial Education Professional - CFEP John loves investing into life experiences with family and friends. One major highlight these days are his 3, soon to be 4, Grandchildren.
