Upon graduating from the University of Michigan, John spent over 10 years with several Fortune 500 Corporate Consulting Firms. It was there John developed his receiving client designate Consultant of Choice, a building block that would ultimately form the foundation of Tortuga Financial Group. After working as a consultant, John began working at Merrill Lynch, where he achieved the title of Certified Financial Manager. He came to UBS in 2008 where he is currently Vice President of Wealth Management. For over 25 years, John has diligently assisted families develop and implement their tailored financial plans. John and his wife of over 30 years, Claudia, share a passion for travel, scuba diving, and spending time near the water.
Registered States:
AL, AZ, CA, CO, CT, FL, GA, IN, KS, KY, MD, MI, MO, NC, NJ, NY, SC, TX, VA, WA