John joins DAI with over 23 years of experience in the Financial Services industry working with financial professionals and directly with clients. As the Vice President, Advisory Consultant with Advisor Group, he was integral in assisting advisors with their wealth management practice. He focused on increasing efficiency and profitability while creating businesses that look out for the best interest of their clients. He has experience wholesaling financial products such as mutual funds and SMA solutions, as well as insurance products. John has also worked with clients, planning for their financial future and meeting their investment and retirement goals.
John is a graduate of the University of Missouri with a BSBA in Finance and Banking with a dual degree in Commercial Real Estate. He currently holds his Series 7, 63, and 24 licenses and is a CERTIFIED FINANCIAL PLANNER™ Professional.
In his spare time, John enjoys traveling with his wife Maura and 3 kids, coaching soccer, playing tennis, and is a 30-year season ticket holder of the Kansas City Chiefs.