John's mission is to help his clients retire with confidence, protect their assets, and leave a legacy. Using a comprehensive approach, he is able to deliver a client experience that has been well received among those approaching and entering retirement. In addition, John has helped business owners with planning to include business succession planning, estate planning, and employee benefit plans.
Areas of Expertise
- Financial Planning
- Retirement Planning
- Estate Planning
- Employee Benefits
- Graduated from University of Mississippi in 1992
- Holds 6 professional designations
Outside The Office
John, a Greenwood, MS native, lives in Madison, MS with his wife, Alison. They have 2 children, John and Ally. Away from the office, John enjoys spending time outdoors playing golf and boating with his family.
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