As a client assistant, John takes pride in building strong relationships with clients, while seeing clients grow and measure progress through financial planning. His list of duties include generating financial plans and investment reports, serving as the technology concierge, assisting clients with online services and scheduling client reviews. John enjoys being able to learn the ins and outs of the financial planning industry from top advisors on the hard-working Family Wealth Partners team.
A recent graduate from the University of Dayton, John received his bachelor's degree in business administration and a major in finance. He interned with the Family Wealth Partners team for a year and a half prior to joining full time. John earned his Securities Industry Essentials.
Outside of work, John likes to golf, travel and be outdoors. He also loves giving back to his community through volunteer work with the United Rehabilitation Services of Greater Dayton. Additionally, he is affiliated with South Dayton Young Professionals.