John serves in many areas of the firm. He is a graduate of both Auburn University Montgomery with a degree in Finance, and the University of Alabama at Birmingham with a degree in Accounting. In addition, he is a Certified Public Accountant, holds securities registrations, an insurance license, and has more than ten years of experience in the financial services industry. John helps in the planning process for incoming clients, tax preparation, as well as client relationship management and other office support functions. He enjoys spending time with his wife, Kristen.