After graduating from St. Norbert College, John began working in financial services in 1980 with Prudential, and then moved to First Securities. In 1984 he decided to provide customized client investment solutions coupled with tax advice and financial planning under an independent umbrella. John is one of our founding members.
In the current myriad of market changes and the overall financial environment, John understands the importance of providing stability to his clients as he transitions into retirement. After a comprehensive selection process, John has chosen Jason Kramar to continue his legacy of providing comprehensive solutions to our clients.