About John
Being surrounded by like-minded colleagues who share the same commitment to their clients and are eager to collaborate to find the best solutions to their clients’ needs keeps John excited about coming to work each day. But the real winners are the clients – John loves leveraging the collaborative environment at Focus Partners Wealth to help his clients make informed decisions and reach their goals.
Having written a variety of articles for clients and advisors, John serves as a resource to other advisors and their clients regarding IRAs and general taxation.
Education and Professional Milestones
- Indiana University - Bachelor’s Degree
- Washington University in St. Louis - MBA
- Co-authored a 2010 article on IRA conversions with noted Roth IRA expert Robert S. Keebler, CPA, MST, AEP
- Has worked as a litigation specialist for A.G. Edwards & Sons Inc. and as a senior accountant for RubinBrown
Being surrounded by like-minded colleagues who share the same commitment to their clients and are eager to collaborate to find the best solutions to their clients’ needs keeps John excited about coming to work each day. But the real winners are the clients – John loves leveraging the collaborative environment at Focus Partners Wealth to help his clients make informed decisions and reach their goals.
Having written a variety of articles for clients and advisors, John serves as a resource to other advisors and their clients regarding IRAs and general taxation.
Education and Professional Milestones
- Indiana University - Bachelor’s Degree
- Washington University in St. Louis - MBA
- Co-authored a 2010 article on IRA conversions with noted Roth IRA expert Robert S. Keebler, CPA, MST, AEP
- Has worked as a litigation specialist for A.G. Edwards & Sons Inc. and as a senior accountant for RubinBrown