John focuses on retirement planning, portfolio analysis and design, investment management programs, business owner planning (including employer-sponsored retirement plans), and charitable giving strategies. He is a CERTIFIED FINANCIAL PLANNER™, a Chartered Financial Consultant, an Accredited Investment Fiduciary and a Chartered Retirement Plans Specialist. He is a past board member of the FPA of Northwest Ohio.
John has been a guest speaker and instructor on financial planning and investments topics for The Ohio State University Extension and Northwest State Community College. Prior to beginning his financial planning career in 2001, John was an information technology manager and consultant for more than 15 years. He holds an Associates Degree in Computer Science from Northwest State Community College, Archbold, Ohio, and a Bachelor of Science degree in Business Administration from Heidelberg College in Tiffin, Ohio.
John is licensed as a registered representative of Sigma Financial Corporation and as an investment advisor representative of Sigma Planning Corporation. To see a list of states where John is licensed, please see his BrokerCheck® by FINRA profile by clicking here.