He focuses on comprehensive financial planning, personally curated investment portfolios and listening to the specific needs of his clients. John’s expertise in holistic long-term planning and in-depth market analysis help his clients navigate today’s complex economic environment. He previously worked as a financial advisor at Wells Fargo Advisors before joining XML Financial Group. John also worked in government affairs and as a corporate consultant.

Education

John received his Bachelor of Arts from the University of Richmond and earned his master’s degree from George Washington University.

Philanthropy

John previously served on the board of the non-profit organization United Community and acted as the board’s investment research lead. He currently lives in Alexandria, VA with his wife and his collie, Cal. If you have a Peloton bike, let John know – he would love to do a ride together!