Chief Legacy Strategist
John enjoys exploring emerging wealth management strategies with clients, especially the possibilities that arise when entrepreneurship and philanthropy intersect. A recent example: John provided strategic guidance to help a client unleash the full potential of a real estate holding that was underutilized and devaluing.
The result: the charitable organization the client had founded and nurtured to critical success moved into a new, expansive home perfectly suited to its growing audience. Apartments above the charity’s ground floor home helped address the area’s chronic housing shortage and financially underwrite the gift of space to the nonprofit. For its part, the charity used the opportunity to build new donor relationships and close its most successful fundraising campaign to date.
For high-net-worth families and individuals, says John, success is multi-faceted and has financial, personal, and social dimensions. “By understanding this client’s deep motivations, we were able to help her achieve success on multiple levels.”
Designations and Education
- Juris Doctorate
University of Washington
- B.A. Economics
University of Notre Dame
Community and Industry Affiliations
- Seattle Philanthropic Advisors Network (SPAN)
Founding board member
- Seattle University Planned Giving Advisory Committee
- Washington State Bar Association