Founder & CEO
Investment Planning Coach

John has spent over 30 years navigating the ups and downs of Wall Street, fiercely advocating for his clients and students every step of the way.

Proudly born and raised in Michigan, John’s roots run deep. He cherishes time with his close-knit family, especially during their frequent trips to their beloved cottage in northern Michigan—Mackinac Island holding a special place in his heart.

Beyond finance, John is a passionate animal lover with plans to open a sanctuary in honor of his late companion Bambi—a rescued soul who traveled everywhere with him and left a lasting impact.

Today, John works with clients across the country, primarily in Michigan and Ohio, helping them make smart financial decisions in a market often driven by emotion.
As he often says: “Emotions run the market.” And after decades of listening, teaching, and guiding, he’s learned how to turn those emotions into strategy.