Sr. Wealth Advisor
John has been helping affluent families grow, protect, and pass on their wealth for more than 40 years. He began his career as an auditor for Arthur Andersen & Company. After becoming a CPA, he attended Emory University School of Law, graduating in 1980. He then founded and subsequently sold a CPA firm to establish Resource Planning Group, one of the first fee-only® financial planning practices in Georgia. That firm was acquired by Mercer on December 1, 2022. John is the proud father of seven awesome children, including a disabled son, Jack. He obtained his ChSNC® designation in 2016 and is passionate about assisting special needs families improve the quality of their life financially. In his spare time, John is an avid fly fisher.
Atlanta - Sandy Springs
10 Glenlake Parkway, South Tower
Atlanta, Georgia 30328