
As a Vice President and Financial Advisor at Seventy2 Capital, John strives to make clients’ lives easier through planning for retirement, educational expenses, charitable giving, insurance, and estate protection. In his role, he takes the time to get to know his clients and their financial goals and then creates a roadmap to help achieve them. John offers a wide range of wealth management services, utilizing best-in-class research and a propriety investment selection process with an emphasis on tax-sensitive investing. Based on clients’ specific needs, he can help them build and maintain the wealth and financial freedom they desire. John can deliver a full range of investment planning strategies tailored to the client’s unique needs. Whether they are investing for retirement, education expenses or some other goal, John will help the clients make informed decisions about their investment strategy.
As a Senior Financial Advisor with Wells Fargo Advisors, John brings over 30 years of experience with financial services to his role at Seventy2 Capital. John studied Finance and Marketing at Lamar University. Outside of work, John enjoys hiking, gardening, being outdoors, and spending time with family and friends.
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