Going back to his earliest school days, John has loved numbers, whether solving a complex equation or compiling data. In fact, some of his fondest memories are of watching sports with his mom and keeping track of the game statistics in the days before they were shown on the TV screen.

“I would lay on the floor while she sat in a chair right behind me, and we just had a blast,” he recalls. “I could tell you at any point in the game how much yardage the running back or quarterback had. To this day, my mom still has stacks of those old notepads.”

With his lifelong love of numbers, problem solving and family, John was practically destined for the financial industry. He started his career working with mortgages, eventually serving as senior vice president for two corporate firms. While John enjoyed the analytical side of the business, he missed having the opportunity to develop deeper connections with people and help solve their problems. John shifted his focus to financial planning, opening his own firm in 2002.

For over 35 years, John has been helping individuals and families develop well-thought-out strategies for financial independence. A problem-solver, first and foremost, John puts his years of experience and wealth of knowledge to work, solving clients’ most complex financial problems so they can enjoy the lifestyle they’ve spent years working for.

“There’s a saying I love, ‘People don’t care how much you know until they know how much you care.’ That’s us. We truly care about our clients, and we treat them the way we would want to be treated — like family,” says John.

By incorporating advanced innovative plan designs, he personally guides clients through asset management, wealth transfer, college planning, asset protection, tax-reduction strategies, retirement planning, retirement account management, and insurance review and analysis.

John graduated from the University of Texas at Arlington with a degree in management and marketing. He has passed the Series 65 securities exam and holds health and life insurance licenses.

As the son of a Southern Baptist minister, John learned from a young age his faith in God would be his guiding light. He still employs this same belief today in the way he manages his firm. When he's not helping clients, John loves reading, traveling to exotic locations and spending time with his wife, Leah, and their corgis, Jack and Zaffre. John and Leah are also the proud parents of three adult children.