NM - Key Persons
Job Titles:
- Investment Advisor
- Representative
John began his financial career in 1994, preparing tax returns alongside his father in the family business. In 2000, he expanded his expertise by earning a license to help clients invest in and plan for their future. John leverages this background to stay abreast of changing tax laws and make more well-informed recommendations about how clients should consider investing their money. During the past 25 years, John has built a reputation for honesty, integrity and trust. An Investment Advisor Representative, he has helped clients in the Rogue Valley find success, and he looks forward to helping clients throughout the Northwest achieve their investment goals. John currently lives in Medford, Oregon, where he has been a proud member of the community since 1966.