Meet John
John is a Sr. Wealth Advisor based in Atlanta, Georgia. He joined Mercer Advisors in 2022 through the acquisition of Resource Planning Group where he advanced to being Partner during 20 years at the firm. He has had a second career as an Army officer. John holds a BBA in finance from the University of North Georgia and a M.S. degree in financial planning from The College for Financial Planning. He is a CERTIFIED FINANCIAL PLANNER® professional and Chartered Retirement Planning CounselorSM.
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
- Guiding clients through living in retirement with steady income and smart planning
- Advising physicians with insurance, debt, and investment strategies
- Providing clarity for military families navigating career transitions and financial complexity
- Evaluating voluntary retirement programs with strategies that turn offers into opportunities
His working style
John enjoys collaborating with his clients and building deep, long-term relationships to help them achieve their financial goals.
John in real life
What keeps you busy outside of work?
Service to my community and family through my church, Cub Scouts, and Boy Scouts.
What’s one thing you are surprisingly good at?
I am very good at thinking through and finding solutions to non-standard questions or problems.
How do you give back?
I am a volunteer leader in scouting in the pack and troop. I also served in the Georgia Army National Guard for 25 years.
John’s snapshots
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