CFP®
Financial Advisor / Member Owner
Our depth of knowledge within university benefit plans, coupled with our team approach, really sets us apart from other advisory teams. It’s often the adjustments we can make from a planning standpoint today that can have a long-lasting impact for the families we serve.
John is a financial advisor in Savant’s Middleton, WI office on the University Wealth Management team. He has a membership interest in Savant.
As a CERTIFIED FINANCIAL PLANNER® professional, John is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
John has been involved in the financial services industry since 2009. Prior to joining Savant, he worked as a regional director focused on managing and building relationships with financial advisors and institutions for asset management.
John earned a bachelor of arts degree in business administration with a concentration in finance from the University of Wisconsin-Milwaukee.
John enjoys spending time with his family and loves to stay active. John, his wife Ashley, and their daughters Nora and Ellie live in Black Earth, WI, where hiking and running the beautiful Ice Age trail are close by. John is an avid sports fan, enjoys activities in northern Wisconsin during the summer months, and likes to travel.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.