Associate Wealth Advisor
John started at LifeWise Wealth Advisors in October 2017 as a Client Service Associate. After securing his Series 7 and Series 66 registrations he became an advisor with a focus on 401(k)s. In the past few years, he has transitioned into working with individual clients where he enjoys the unique challenges that come with personal finance planning. John’s first interest in finance began back in high school when he had the opportunity to take Dave Ramsey’s Financial Peace University course.
John has been married to his wife Erika for eight years and they have two sons, Luke and Micah. On the weekends he enjoys spending time with his family and is very much looking forward to seeing the boys continue to grow and learn. He is a big fan of the Boston Red Sox, baseball in general, soccer, and likes to participate in various adult rec leagues in the Champaign area.