After serving six years in the U.S. Army, John began his financial services career in 2007. Since then, he’s worn many hats across the industry — from roles at established institutions like Charles Schwab and USAA to positions within high-growth RIAs and fintech startups. That range of experience gives John a well-rounded view of what clients need, and how to deliver truly effective advice.

At EdgeRock, John works closely with affluent families to develop custom strategies across all stages of wealth: building it, preserving it, distributing it, and ultimately passing it on. He brings a calm, clear-headed approach to financial planning, combining deep technical knowledge with a real passion for helping people live with more clarity and confidence.

John and his wife moved back to Colorado in 2010 after meeting years earlier on a ski trip to Breckenridge. Today, they’re raising two kids and soaking up everything the state has to offer — from ski weekends and sunny hikes to neighborhood barbecues and school sports sidelines. When it’s time to celebrate something special, you’ll probably find them at home, surrounded by friends and family.