John joined the team in 2017 and serves as a Senior Advisor Associate in the Delafield, WI office. He brings extensive experience with him from U.S. Bancorp Fund Services, where he worked for several years as a mutual funds specialist.
A graduate of Upper Iowa University – Fayette, John majored in Finance and minored in Mathematics. Active in his local community, John is a Waukesha High School Junior Varsity Hockey Coach.
- Mutual Fund Specialist at U.S. Bancorp Fund Services
Education & Credentials
- BS, Upper Iowa University, Finance
- Certified Financial Planner™ (CFP®)
- Series 65 license
CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. (CFP BOARD) OWNS THE CERTIFICATION MARKS CFP®, CERTIFIED FINANCIAL PLANNER™, AND CFP® (WITH PLAQUE DESIGN) IN THE UNITED STATES, WHICH IT AUTHORIZES USE OF BY INDIVIDUALS WHO SUCCESSFULLY COMPLETE CFP BOARD’S INITIAL AND ONGOING CERTIFICATION REQUIREMENTS.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.