John has been immersed in the wealth and estate planning community his entire career. He has a special interest in helping individuals and families develop an enduring legacy based on their own values through philanthropy. His involvement in the Philanthropic Advisor Leadership Institute, Children’s Healthcare Legacy Advisor Council and the Atlanta Estate Planning Council has strengthened his resolve. John and his wife Laura have two children; Justin is a U.S. Marine and Julia is prepping to start college. The whole family enjoys cheering on UGA.
- BA, University of Georgia
- CERTIFIED FINANCIAL PLANNER™ Professional
- Chartered Life Underwriter®
- Five Star Wealth Manager (2017-2019, 2021)
The Sandy Springs Financial Advisory Team is located in our Atlanta office.
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¹ Securities registrations are held with, and securities are offered through LPL Financial, Member FINRA/SIPC. ² Advisory registrations are held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Advisory Services and Wealth Enhancement Group are separate entities from LPL Financial.
Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2019 or 2021 FIVE STAR Wealth Managers.