John is a Financial Advisor who in 2024, was recognized as one of Forbes' Top Next-Gen Best-In-State Wealth Advisors. John’s mission is to provide every client with targeted, comprehensive financial advice and portfolio management strategies - delivered with the highest level of personal service and professional integrity.
Since joining Wells Fargo Advisors, he has been committed to providing his clients with the top -notch service and attention they except and deserve. This includes getting to know them and understanding their interests, goals, risk tolerance, and concerns before developing an investment plan. John works closely with his clients to see where they are and where they want to be in five years, ten years, twenty years, and all the years in between.
12+ Years of Experience
Role Within Capstone Wealth Management Group
- Advanced Investment Analysis
- Estate Planning Strategies
- Retirement Planning
Personal Interests
- Lives in Glenview with his wife, Colleen, son, Michael, daughters, Eleanor and Lucy, and golden retriever, Vinny.
- Rooting for Chicago sports.
- Traveling to Wisconsin's North Woods.
- Relaxing on the golf course.
2024 Forbes Top Next-Gen Wealth Advisors Best-In-State: Awarded August 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Top Next-Gen Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue, and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
