Provides tailored solutions to help clients achieve their goals.
As Vice President, Wealth Fund Manager, John has extensive experience in managing fixed income separately managed accounts (SMAs) and allocating bond mutual funds to client portfolios. John is a member of the Fixed Income Group (FIG) and selects the most suitable solutions for clients across a broad spectrum of fixed income products. Additionally, he is an avid student of the markets to ensure maximum returns are generated in client portfolios through different economic cycles.
Experience
- Over 20 years of industry experience in the fixed income sector
- Holds the FINRA Series 65, 7, and 63
- Bachelor of Arts – Business Administration at University of St. Thomas
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Your Bank (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Johnson Financial Group and Johnson Financial Group Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Johnson Financial Group Financial Advisors, and may also be employees of Johnson Financial Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Johnson Financial Group and Johnson Financial Group Financial Advisors. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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Ask Me About
- Fixed Income
- Investments
Community Involvement
- Junior Achievement and Veterans Affairs