It all starts with listening, says John. Whatever your goals and aspirations, we listen carefully so that we fully understand. Only then can we implement financial strategies that will allow you to accomplish what you want in life. In addition to helping manage client portfolios and finances, John oversees assets within trusts, ensuring they are performing as planned and embodying client wishes. LNWM’s integrated approach to wealth management enables our clients to think big and long-term, says John. The result is the creation of legacies, and it’s thrilling to be part of that.
Designations and Education
- CERTIFIED FINANCIAL PLANNER™ certification
- B.A. in Business Administration