Risk Management & Retirement Plan Specialist
Direct: (804) 622-8087
John has joined us as a Risk Management and Retirement Plan Specialist from the southside Richmond firm Davis Walker. John got his start in Chicago in the late 1980s and brings with him over three decades of experience in the financial services industry. Over the course of his career, John has worked with clients to develop complex life insurance strategies to fund estate, business succession, and executive benefit plans. We are excited about the level of expertise John brings to our team. He holds a Bachelor of Science Degree in Business Administration/Finance from Villanova University.
John and his wife Karen have two grown daughters and enjoy spending time with their 18-month-old grandson and traveling to the beach in Hatteras, NC.
B.S. in Business Administration/Finance, Villanova University