About John
“It’s a great feeling to watch a plan come together. It begins with insight into the unique needs and goals of each client; we cover every detail of the plan, explore all alternatives, and track every step of implementation to see that the solutions match the objectives.”
John works with RVA Wealth Management’s Advisors in developing, monitoring and tracking clients’ financial plans.
John got his start in Chicago in the late 1980s and has over four decades of experience in the financial services industry. Over the course of his career, John has held many different roles. John has years of management and operational responsibility, from contract negotiation and business plan development to full P&L responsibility. Prior to joining RVA Wealth Management, John worked with clients to develop complex life insurance strategies to fund estate, business succession, and executive benefit plans.
John and his wife Karen have two grown daughters and enjoy spending time with their two grandchildren and traveling to the beach, primarily Hatteras, NC.
EDUCATION
Bachelor of Science in Business Administration, Finance major with a minor in Philosophy
LICENSES
Life, Health and Annuities licensed in Virginia