Responsible for developing customized wealth management plans for individuals and families. Concentration is placed on defining client objectives, creating tailored asset allocation plans, and coordinating wealth planning and investment strategies consistent with the client's estate and tax planning goals.

• Wealth Advisor, Wealth Management Advisor Group US
• Resident Director, Merrill Lynch
• Private Portfolio Manager, Merrill Lynch

• UBS Wealth Advisor Program- 2009
• Stanford University, Graduate School of Business- 2009
• BSBA, University of Florida- 1974

• 7- General Securities, 9- Options
• 10- FINRA Regulations, 31- Futures Managed Funds
• 63- Uniform Securities Agent, 65- Investment Advisor

• John has lived in Fallbrook, CA, since 1987, where he raised two children as a single parent since being widowed in 2005.
• His daughter, Kane, graduated from USD in 2009 and is currently considering graduate programs in the US and abroad.
• His son, J.T., is a freshman attending the University of Nebraska on a football scholarship.

AZ, CA, CO, CT, FL, GA, MI, NC, NJ, NV, OR, TX