John has 38 years’ experience in creating financial plans for families that help them achieve their financial and personal goals.  John recognizes the need to create plans that address the families’ risk tolerance, financial goals, retirement planning, transfer or succession of their estate using appropriate tactics, income taxes, and giving them peace of mind about their future.  John holds five securities licenses and is a Chartered Financial Consultant.  John’s goal is to give his clients the financial peace of mind to sleep well at night.

John has learned that no one, alone, knows the answers to everything, so he has surrounded himself with subject matter experts to address specific issues when they arise.  This gives his clients the ability to focus on things more important than money, such as family.  John serves as the “Orchestra Conductor” and calls on members of the Orchestra  as needed to resolve issues for clients.

John is a native of Monroe, LA, has been married to Vicki for 42 years and lives in the house he grew up in. John and Vicki have two French Bulldogs, Harper and Angus as well as two cats Harry (32 lbs) and Trouble (25 lbs).  John has served the community over the years serving on the boards of several charities i.e. Monroe Symphony Orchestra and The Northeast Louisiana Arts Council.