John has over 30 years of experience in the finance industry. He started his career in corporate finance working at First Interstate Bank and later Banque Paribas, focusing on the Media and Telecommunications industry. He then shifted into investment management about 20 years ago and worked at Morgan Stanley before joining UBS in 2006. 

John uses his knowledge of investment banking and investment management to help families deal with everyday issues including retirement planning, investing, college saving, selling closely held businesses and estate planning.

John received his MBA from the University of Southern California's Marshall School of Business and his BS from the University of Colorado, Boulder. He also obtained his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® certifications and was named by Forbes in 2018, 2019 and 2020 as one of the top advisors in California. John resides in Manhattan Beach with his wife and two children. John, an Eagle Scout, is passionate about helping others through his involvement with the Boy Scouts, Rotary, and charities serving the developmentally disabled. John enjoys golf, tennis and skiing among other sports.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IN, KY, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA