John is a Senior Wealth Advisor & Shareholder at the firm who is a CERTIFIED FINANCIAL PLANNER® professional as well as a CPA/Personal Financial Specialist. His focus is guiding clients to the peace of mind that comes with knowing their net worth is productive, secure, and aligned with fulfilling their financial and personal goals. He has extensive experience with over 20 years of service to families seeking this important expertise.
Prior to joining HB Wealth, John was a partner at Compass Financial Consulting, a fiduciary fee-only wealth management firm that merged with HB in January 2018. John has a wide range of industry experience including leadership roles in investments, client service, operations, and compliance. He has obtained specialized knowledge for retirement income strategies and corporate compensation programs, including employee stock purchase plans, restricted stock, stock options, and deferred compensation. John graduated Magna Cum Laude from the University of Georgia’s J.M. Tull School of Accounting and began his career at the global accounting firm Price Waterhouse. He married his high school sweetheart, Jill, and together they have been busy raising three daughters.
Outside of his daily client duties, John enjoys opportunities to volunteer his time (whether it be with his church, his community, his children’s activities, or his client’s charitable visions), watch his girls play volleyball, and relax with family and friends at the lake.