For more than three decades, John has guided affluent clientele, providing investment counsel and disciplined portfolio management.
Formerly a first vice president of investments at Paine Webber, John secured more than 18 years of NYSE firm experience prior to establishing his own business. This professional experience, coupled with a master’s degree in Educational Psychology from the University of Wisconsin, has shaped the exceptional knowledge and strategic insight he offers his investment clients.
Committed to his community, John volunteers extensively as a member of the Del Mar Rotary Club, including service as a past board member and past president. He and Candace reside in Carlsbad, California. Their daughter, Carrie, is a graduate of USC, lives and works in Los Angeles.
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