John’s holistic approach to wealth management has been honed through nearly thirty years of working with affluent families in the financial services industry. His unique focus to deliver client-centered solutions was born from first-hand experience in both large regional brokerage houses, boutique firms and as Co-founder/Owner of Q4 Wealth Management Inc.
John is a Certified Private Wealth Advisor (CPWA®), an advanced credential created specifically for wealth managers who work with high-net-worth individuals and families with complex challenges. This allows him to also coordinate proactively the financial, investment, tax, insurance, and estate aspects of a client’s wealth management plan.
John enjoys all things outdoors — skiing, tennis, golf, and hiking. John graduated from Emory University with a B.A. in History. He is active with the Camping & Education Foundation (Camp Kooch-i-Ching, and Ogichi Daa Kwe), camps where he and his daughter are alums.