John recently graduated from the University of Colorado Boulder, Leeds School of Business with a degree in Finance and Financial Planning. He is passionate about helping clients pursue their financial goals and learning from Matt through personalized strategies and clear guidance.
Outside of work, John enjoys staying active and being outdoors. Whether it’s golfing, surfing, training for triathlons, the gym, he thrives on challenges that promote growth and balance. He also dedicates time to volunteer work, giving back to the church and community.
John brings energy, dedication, and a client-first mindset to every interaction, ensuring that each client feels supported on their financial journey.