With more than 35 years of experience in financial services and wealth management, John serves clients by providing perspective, insight, plans and strategies, helping individuals and families face the future with anticipation rather than apprehension. John holds designations such as the Certified Investment Manager, Certified Executor Advisor, and Certified Kingdom Advisor, which provide useful tools by which to guide client conversations.

Leading the Viewstone Investment Team, John works with individuals, couples and multi-generational families, as well as not-for-profits. He shares his knowledge and expertise of financial challenges, to offer solutions that address each unique client situation, helping to develop foundational financial confidence. John loves to engage in client-focused conversations and knows that the questions he asks are often as important as the answers he provides. One area of growing discipline and expertise is hosting and moderating Family Meetings.

He is an avid cyclist, mediocre golfer, and is deeply engaged with not-for-profits. He is very proud of his growing family, who have come to expect an Excel spreadsheet embedded in a PowerPoint presentation at every family meeting.