About John

I embarked on my journey in the financial service industry, starting as a loan officer with prestigious savings and loan companies such as Great Western, Home Savings, and American Savings. These renowned organizations served as the foundation for my extensive knowledge of financial services and granted me invaluable insights into the intricate workings of the banking world.

As my career progressed, I discovered that my true passion lie in the personal aspect of my work—assisting clients and forging meaningful relationships with them. This realization motivated me to explore other opportunities within the financial sector, specifically in the investment management industry.

Through close collaboration with clients and gaining a deep understanding of their unique financial situations, my interest in investment management and financial planning grew. Recognizing my proficiency in building portfolios, managing cash-flow, and handling tax considerations, I saw an opportunity to establish long-term relationships that extend beyond traditional mortgage assistance. This drove me to obtain securities licenses and become an investment advisor, specializing in investment management, cash-flow optimization, and tax planning for individuals, families, and businesses.

By combining my expertise in financial planning with my dedication to guiding clients towards financial well-being, I am able to provide comprehensive solutions tailored to their needs. My ultimate goal is to empower them to provide tailored wealth management solutions for individuals, families, and businesses, allowing them to pursue their financial goals and work towards a prosperous future.

Maryann has dedicated her entire career to the financial services industry, gaining experience from accounting firms to major life insurance companies. Starting as an administrative assistant, she steadily advanced to the role of office manager. For the past decade, Maryann has excelled as an office manager in the wealth management sector.

Beyond her professional life, Maryann is a devoted volunteer at her local church, which she has been a part of for over 50 years. Additionally, she cherishes spending quality time with her 14 grandchildren, who bring immense joy and fulfillment to her life.

In her free time, Maryann can often be found exploring local thrift shops, discovering unique treasures and enjoying the thrill of the hunt. Notably, Maryann has been working alongside John for the past 7 years, forming a strong and collaborative partnership.