Personal
John resides in Raleigh with his wife of 35 years, Stephanie. He has three adult daughters: Kacy, Rachel, and Candace. Lifetime residents of North Carolina, John and Stephanie have lived in Raleigh since 1986.
John enjoys tennis, reading, baseball, the beach, and spending time with his family. He has run various marathons including the New York Marathon and, most recently, the Outer Banks Marathon.
John's Definition of Success:
To live enthusiastically, laugh often and dance when possible; to love honestly and openly and always to have romance in my life; to imbue my children and grandchildren with the gift of a great education, a love of knowledge, a respect of nature, and the moral fiber and confidence to take risks;
To be a true friend and trusted advisor; to achieve the respect of peers, staff, and clients; to be open to new ideas and constructive criticism; to help my clients create their own vision; and to create with them a plan to accumulate the assets to achieve their goals.
Too many advisors focus on getting you to retire rich; my goal instead is to help you live a rich life.
Community Involvement
John is a member of the North Carolina Bar Association – Estate and Tax Section, Elder Law Section, and the Wake County Estate Planning Council. He is also a member of the Investment Committee of NC Bar Association and Foundation. He is an active member of St. Andrew’s Presbyterian Church, serving as Moderator of the Endowment Committee and having served a term as an Elder in the church. From 1999-2001 he coached the women’s basketball team at Raleigh Charter High School.
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