Sr. Wealth Advisor
CPA, PFS, MBA
John began his career in the financial services industry with an administrative position at Stifel Nicolaus in 1987. He has held progressively more responsible positions in corporate America including a position at an international accounting firm and has also held adjunct teaching position. In 2010, he co-founded Convergent Wealth Management, a fee-only wealth management firm which was acquired by Mercer Advisors in 2022. John specializes in accounting and incorporates tax optimization with financial recommendations and planning. John attributes his success to his focus on understanding his clients’ needs and developing solutions for their economic freedom. Away from the office John enjoys time with his 3 sons and 6 grandchildren, as well as hiking, bicycling and tennis. He is also active in mentorship ministry at his church.