John became a financial adviser because he loves helping people achieve their personal and investment goals. There are no investments or strategies that are right (or wrong) for everyone. It is about looking at a client’s puzzle pieces and helping them put their pieces together to complete the outcome that is right for them, using a variety of investment strategies.
John’s approach with potential clients is to start the mutual evaluation process with a complimentary conversation about them, because experience has shown him that the most effective wealth management programs are those that respect the source of a client’s wealth, reflect their values and goals, and take into account their reactions to past market extremes.
During this exploratory discussion, people who have past experience with advisors will often tell John that they are surprised that his approach puts them first and first and foremost, including their active participation in a preliminary action plan.
Types of people John helps:
• People approaching, or in, retirement
• People working for private or public entities
• Business owners and owners of professional practices
• Independently wealthy people
John is a graduate of Marquette University and holds FINRA Series 6, 7, 63, and 65 licenses, in addition to Colorado Life, Health, and Variable Annuity licenses. John has been with Presidential Wealth Management since early 2009 and has been helping clients achieve their goals for over 20 years. In his free time, John enjoys playing volleyball, hiking, snowshoeing and finding other ways to explore the great outdoors. He also volunteers each year for a medical mission trip with One World Health to Uganda where he contributes by setting up the clinics, assisting patients from nurse, to practitioner, to PT and dental.