Professional
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.
Professional Designations, Certifications & Education
- Bachelor of Laws/Juris Doctor in Law, University of North Carolina (Chapel Hill)
- Certified Financial Planner™ (CFP®) certification
- Chartered Financial Consultant (ChFC) designation
- Bachelor of Arts degree in Political Science, Wake Forest University
Industry Involvement
- Active in the Financial Services Industry since 1993
- North Carolina Bar Association Member; Estate and Tax Section, Elder Law Section, and the Wake County Estate Planning Council
- Investment Committee of NC Bar Association and Foundation Member
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