Meet John, a Charlottesville native whose career path reflects a journey of growth, adaptability, and entrepreneurial spirit. Starting in the restaurant industry, John gained valuable experience in customer service and business operations. He then transitioned into logistics and transportation, where he developed a deeper understanding of business dynamics and operational efficiency.
Together with his wife Kimberly, John founded and built a successful e-Commerce business, demonstrating his ability to identify opportunities and create value. This entrepreneurial experience, combined with his diverse background, led him to become a registered Financial Advisor and licensed insurance agent/broker. John brings this same dedication and business acumen to his work with clients, helping them navigate their financial journeys with clarity and confidence.
When he's not working with clients, John enjoys exploring antique shops and flea markets with Kimberly, finding unique pieces that tell stories. He also has an adventurous side, enjoying the freedom of cruising on his motorcycle, which reflects his appreciation for both the journey and the destination—a philosophy he brings to financial planning.
John's approach to financial advising is built on understanding each client's unique situation, providing clear explanations, and working collaboratively to develop strategies that align with their goals. His combination of business experience, financial expertise, and genuine care for people makes him a trusted partner for those looking to build a secure financial future. Whether you're planning for retirement, managing investments, or navigating insurance decisions, John is here to help you work towards your goals with confidence and clarity.