Financial Advisors for Now and the Future.

About John

What sets John apart is his thorough understanding of tax implications from financial transactions. After serving in the US Air Force, he began both his tax industry and wealth management careers. John’s focus has been to help clients find ways to minimize their taxes. His expertise has since expanded into all areas of wealth planning. John brings extensive investment experience uniquely coupled with a thorough understanding of tax ramifications to his position as a Managing Partner of the firm. Having owned his own tax and accounting practice for 28 years as well as financial practice, he understands the complexity of running a business and the importance of financial planning.

John continues to maintain his Enrolled Agent status with the IRS, equipping him with ever-changing tax knowledge.

When not in the office, you can find him with his wife, Stephanne, and their two sons, Nathan and Logan. They recently traded in their camper for a pontoon boat and look forward to spending warm days on the lake. Together they also enjoy church, kayaking, hunting, fishing, and watching movies and sports.

Virtual Meeting

Favorite food:

Maryland Blue Crabs

Favorite quote:

“Do whatever it takes.” – my Dad

Favorite movie or TV show:

It’s a Wonderful Life

What motivates you:

My family and new relationships

Favorite holiday:

Thanksgiving

Biggest Accomplishment:

Raising my sons to be respectable young men