In addition to helping individual and family wealth management clients plan for lifetime income, John leads the Charleston office’s Retirement Plan Division, working with employers to create attractive 401(k), 403(b) and other retirement plan designs. He also serves on McKinley Carter's Financial Autonomy Specialized Practice Group.
Licensing and Education
- Bachelor of Science in Business Administration West Virginia State College
- Accredited Investment Fiduciary (AIF®)
- Chartered Retirement Plans Specialist (CRPS®)
- Financial Paraplanner Qualified Professional™ (FPQP®)
- Woodberry Forest School
- Wake Forest University
Accomplishments and Honors
As a guest speaker, John often illuminates the topic of financial planning and how to achieve an income that you never outlive.
Community Involvement
A lifelong lover of magic entertainment and a member of the Academy of Magical Arts, John maintains a schedule of performing engagements throughout the country.