About
John
John provides financial advice to high-net-worth individuals, trusts, private foundations, pension and profit-sharing plans, and not-for-profit organizations. He joined Focus Partners Wealth in 2026, following over two decades at Kovitz, where he had worked since 2003. Prior to that he had been with Rothschild Investment Corporation and the Merrill Lynch Private Client Services Group.
Education and Professional Milestones
-Winona State University – specialized in economics
-Has completed Northwestern University's School of Continuing Studies Certified Financial Planner™ course
John provides financial advice to high-net-worth individuals, trusts, private foundations, pension and profit-sharing plans, and not-for-profit organizations. He joined Focus Partners Wealth in 2026, following over two decades at Kovitz, where he had worked since 2003. Prior to that he had been with Rothschild Investment Corporation and the Merrill Lynch Private Client Services Group.
Education and Professional Milestones
-Winona State University – specialized in economics
-Has completed Northwestern University's School of Continuing Studies Certified Financial Planner™ course