John's clients benefit from his more than 25 years of experience in the financial services and accounting arenas. Starting as a CPA in 1985, John left Deloitte in 2003 to join JP Morgan as a Consultant on the Retirement Plan Services team serving Procter & Gamble and then moved to JP Morgan Wealth Management as an Advisor in 2006. In 2014, he joined UBS Financial Services as a First Vice President, bringing his considerable experience and expertise to serving clients' wealth management needs. He earned a BBA, Accounting from the University of Notre Dame, and MBA, Finance from The Ohio State University, and his JD, Law, from the University of Notre Dame. In his free time, John enjoys cooking and playing golf. He lives in Loveland with his wife and two children.
Registered States:
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV