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
Advisor. After his first year at Lincoln, John established his commitment and knowledge of the financial industry by leading the nation in business versus other first year representatives. Since then, John has been honored with the Premier Partners® Program numerous times, most recently in 2022,
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 Planning Strategies, 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 now has over $900 million under managemen and twelve employees.
In his free time, John enjoys playing and watching sports and helping in his community. He is currently service on the Summit Credit Union’s Board of Directors and has also served on the board of the University of Wisconsin Hospital and Clinics, Gilda’s Club and the Tommy G Thompson Charity Board. John established a monthly meal program providing home-cooked meals to the children, families, and workers of the American Family Children’s Hospital and in his past work with the Optimist Club of Madison led the Southern Wisconsin Optimist Children’s Cancer Campaign.
The Capital Group was recognized as one of the “Best Financial Advisors in Madison” by
Expertise.com on December 16, 2022.
John is a Registered Representative and Investment Advisor Representative with Lincoln Financial Advisors Corp., and holds the FINRA 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 use the CERTIFIED FINANCIAL PLANNER™ certification an CHARTERED RETIREMENT PLANNING COUNSELOR and ACCREDITED WEALTH MANAGEMENT ADVISOR. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production. The Capital Group is not an affiliate of Lincoln Financial Advisors. CRN-5610664-040523
Expertise.com compiles a list of the best companies for specific service in different cities. The recognition is based on availability, qualifications, reputation and experience. The Capital Group was nominated for the recognition. Neither the advisors nor their parent firm pay a fee to expertise.com for the nomination or receipt of the award. he award was independently granted and membership in an organization was not required. For more information please visit https://www.expertise.com/wi/madison/financial-advisors