After graduating from Lake Forest College in Illinois with a BA in Business Administration with an emphasis on finance, John joined Lincoln Financial Advisors in May of 2000 as a Private Wealth Planner. After his first year at Lincoln, John established his commitment and knowledge of the financial planning industry by leading the nation in business versus other first year representatives. Since then, John has been honored with the President’s Top of Cabinet1 in 2017, President’s Cabinet1 from 2011-2016, and President’s Club1 in 2001-2002 and 2004 through 20101 while serving his clients at Lincoln Financial Advisors.
John has an extensive background in working with employer benefits and helping his clients with their Investment, Estate, and Retirement Planning. He has worked with established employers in the Wisconsin area, such as UW Madison, UW Hospital and Clinics, City of Madison, the Madison Metropolitan School District, Medical College of Wisconsin, as well as Meriter Hospital and Edgewood College. In 2003, along with two other partners, John started his own company through Lincoln Financial Advisors, The Capital Group. The Capital Group has over $600 million assets under management and seven employees.
In his free time, John enjoys playing and watching sports and helping out in his community. He is currently serving on the University of Wisconsin Hospital and Clinics board as well as Summit Credit Union’s Board of Directors. Through these boards John has served as chairman of the board of Summit Credit Union from 2016-2018 and is chair of the Investment Committee of the UW Hospital Board to oversee the $1+ billion investment portfolio of the Hospital. Eleven years ago and in conjunction with the Optimist club, John established and leads a monthly meal program that provides home-cooked meals to the children, families, and workers of the UW Children’s Hospital.
John was featured in InBusiness Magazine as a Civic-Minded Executive, honored with the “Forty under Forty” leadership award2 in Dane County, and featured as the cover story article highlighting young, ambitious, and driven leaders in Madison (June 2008) .
1Lincoln Financial Network Presidents Club & Cabinet are internal awards based on sales as well as good standing with the firm and FINRA
2Nominations, including self-nominations are from people in the community for those who show civic and community involvement along with professional accomplishment, all while in their forties. No fee was paid to receive the award.
John is a Registered Representative and Investment Advisor Representative with Lincoln Financial Advisors Corp., a Broker-Dealer (member SIPC) and Registered Investment Advisor and also holds the NASD Series 6, 7, and Series 63 registrations. He is a licensed life and health agent with The Lincoln National Life Insurance Company. He has completed all the requirements to be able to earn the CERTIFIED FINANCIAL PLANNER(TM) professional certification and the Chartered Retirement Planning Counselor, Accredited Wealth Management Advisor, and Chartered Retirement Plans Specialist designations.