Prior to joining OneDigital, John served as a Lead Advisor for Triad Financial Advisors (TFA) for four years. Prior to joining TFA, he worked with endowments, foundations and other institutional clients on appropriate investment strategies. As Lead Advisor at TFA, he was responsible for helping clients envision and act on their retirement goals. John finds his motivation in helping others through active listening and sound guidance.
While John loves helping others in his career, he also takes the advice he gives clients on the importance of a work/life balance. He finds joy in any kind of physical activity and is the proud father of three grown children whom he loves spending time with.
John attended the University of Notre Dame where he earned a master’s degree in business administration with a concentration in finance. In 2016, John earned his Certified Financial Planner designation.
John currently resides in NC. His favorite quote is “The less you respond to negativity, the more peaceful your life becomes.”