Meet John
John is a Wealth Advisor, based in the Boulder, Colorado office. Previously, he served at Motley Fool Wealth Management, Fidelity, and Charles Schwab, where he began his career in 2015. John earned a BBA degree in financial management from Abilene Christian University. He is a CERTIFIED FINANCIAL PLANNER® professional.
John’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, John has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Multi-generational planning that aligns with your values and minimizes tax impact
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Concentrated stock positions that require strategic diversification and tax efficiency
His working style
John is a firm believer that if you know what you own and why you own it, you’re more likely to stick with your financial plan. His style is predicated on meeting you at your own level of your finances to distill takeaways. This involves balancing what may be most mathematically-efficient with personal preferences.
John in real life
What keeps you busy outside of work?
I stay busy keeping up with my wife Lauren and our two daughters.
What’s one thing you are surprisingly good at?
I’m surprisingly good at fixing bicycles and surprisingly average at riding them!
Why do you like working at Mercer Advisors?
We don’t sell products, there’s no client arm-twisting, and we provide just good old-fashioned, straight-shooting advice.
John’s snapshots
Meet John’s Teammates
Barbara Barreca
Client Service Specialist
What John Says
Barb is the chief operating officer in our office and makes everything that is client-focused work well. Barb is lock-step on client priorities and has a focus on implementation of financial plans and action steps.
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