John has over 20 years of experience providing financial guidance and is a CERTIFIED FINANCIAL PLANNER™ professional. The CFP® certification represents the Standard of Excellence in financial planning - a designation earned by advisors committed to acting as fiduciaries and putting their clients’ interests first.

John is also an Accredited Estate Planner® (AEP®), awarded by the National Association of Estate Planners & Councils to professionals who meet high standards of education, experience, technical knowledge, and ethical conduct.

He is a member of the Fox Valley Estate Planning Council, a collaborative organization of attorneys, CPAs, financial planners, trust officers, insurance specialists, and allied professionals throughout the Fox Valley region. The Council promotes continuing education and the exchange of advanced planning strategies to better serve clients. It is affiliated with the National Association of Estate Planners & Councils and supports members pursuing advanced estate-planning credentials such as the AEP® designation.

John is also a Certified Tax Specialist™, providing tax-efficient retirement income planning and detailed Form 1040 reviews to help clients capture opportunities and avoid costly mistakes.

Over the years, John’s expertise has been featured in the Wall Street Journal, MarketWatch, CNBC, USA Today, and many other national publications.