A dedicated advisor with over 30 years of experience, John joined the firm in 2017 after serving for a decade as CEO of Capital Fiduciary Advisors, an independent RIA firm that he founded in 2006.
John and his team pride themselves on providing clients with objective, unbiased investment and financial planning advice while delivering the highest level of service.
Among other accolades, he was included in Forbes’ list of Best-In-State Wealth Advisors for the last four years and has been named a Best Financial Adviser by Washingtonian Magazine* since 2022. He has also been recognized by peers as one of the Top Financial Professionals in Northern Virginia** for the last two years.
John is an active member of the Financial Planning Association, Investments & Wealth Institute, the U.S. Social Investment Forum, and the SRI Research Association. He is also a member of several local organizations, currently serving on the Board of Directors for Lead Virginia and as a member/Treasurer of 100 Women Strong.
Previous Experience
- CEO at Capital Fiduciary Advisors
- Managing Director at Anderson Tax
- Managing Director at Prudential Financial
Education & Credentials
- BA, Shepherd University, Business Management
- Executive Certifications, American College
- Certified Financial Planner™
- Accredited Investment Fiduciary®
- Chartered Life Underwriter®
- Chartered Financial Consultant®
- 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.
The ChFC® and CLU® marks are the property of The American College, which reserves sole rights to their use, and are used by permission.
The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
*2024 Washingtonian Washington, DC’s Best Financial Advisers list is based upon a survey of local financial industry peers and was published on 1/15/2024.
**NorthernVirginia Magazine Top Financial Professionals in NoVa list is based upon a survey of all Northern Virginia financial professionals.
*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.
