John was born in St. Louis, Missouri and holds Bachelor of Science degrees in Psychology and Business. In addition, he has a Master of Science degree in Personal Financial Planning and holds the CFP® designation.
John began his career in corporate accounting and finance, prior to becoming President of Hancock Financial Planning and later Strategic Capital Advisers, Inc. Since the acquisition of Strategic Capital Advisers, Inc. by Transform Wealth in 2022, he is a Managing Director with Transform Wealth and is on the Investment Committee.
Over the past 20 years, John has served on several non-profit boards. He is presently a board member of the William B. O’Rourke Foundation and previously was President of the Karis Community board for two separate terms.
John currently lives with his wife Susan, in Pine, Colorado where they enjoy hiking and travel.