Those four qualities best explain John’s appeal to his clients. His treasure trove of specialized financial planning knowledge comes from over 22 years of addressing the financial concerns of physicians. Add his strong communication skills and, after first listening to his client’s questions, expectations, and objectives, John is able to provide a straightforward explanation of his client’s alternatives. Patient and compassionate, he then lets his client decide what to do and when to do it in a friendly, no-pressure process. Most important, John safeguards the trust his clients place in him, because his reputation for unquestioned integrity is more important to him than any fee or commission.

While he additionally can be described as creative, determined, and personable, John’s most accurate characterization might be “the consummate health care financial professional.” He considers his clients family, so every single recommendation he makes to them must be as suitable to their circumstances as he would want it to be for his own mother. Moreover, through rigorous study, testing, and adherence to high ethical standards, John is accredited as a Certified Financial Planner™ (CFP®) professional. By any measure, he is an advisor worth standing in line to do business with.

John earned two degrees from the University of Texas at Austin, one in Communication where he graduated first in his class, and another in Finance. Outside the office, he plays in a rock band and dabbles in home brewing. His favorite times, however, are those spent in the company of his wife, Shannon, and their three active and adorable sons.