John has been involved in the financial services industry since 1996. He was the chief investment officer for Capital Directions until it merged with Savant in 2023. Prior to joining Capital Directions, John was an investment consultant with Schwab Wealth Advisory (formerly Schwab Private Client). Before that, he worked in various capacities at Wachovia Bank, the Center for Society Law and Justice, and First Virginia Bank.
John earned a bachelor’s degree in economics and a master of business administration degree from the University of New Orleans. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation.
John and his wife Jessica live in Clemson, SC, with their four children. Their weekends are spent splitting time among soccer games, dirt bike races, and the Carolina Youth Symphony.