John has been a critical partner in my growth as a person building wealth, solving financial issues (loans, debt management, etc) professional goals (starting a business, how to manage investments in that while living my life). He has taught me SO much, and I fully trust him. His attitude is knowledgeable, kind, NOT shamey (a lot of financial investors won't work with you if your finances are messy or if you don't make a certain amount of $), and personable. I have sent a lot of friends/professional contacts to John, and everyone only has positive things to say about him. He really invests in the people he works with, is insanely smart, explains complex financial decisions using understandable language and weighs trade offs, and is always prepared, professional, and clear on calls. He is available and really works to understand goals, changes in goals, and long term and short term moves. He has also advised me on a few professional moves which has been so helpful, and helps me understand where my money is going and why the decisions are being made. He also knows a lot about taxes, estate planning, and just general helpful stuff. I can't say enough positive things about John. Investing in John was a huge investment in myself and my future, and I am happy to continue growing with him.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.