Financial Advisor

John is an investment advisor based in Morganton, North Carolina.  John graduated from the University of North Carolina at Chapel Hill with an economics major.

John has 50 years of experience in the financial services industry.  He is a Life Member of the Million Dollar Round Table and a former Adviser of the Year for the Catawba Valley Association of Insurance Financial Advisors.  He is skilled in Mutual Funds, Life and Disability Insurance, Annuities and Retirement Planning.  His passion is helping clients make sound financial decisions and providing excellent service.

Active in  community affairs, John was the 2012 Morganton Man of the Year, chairman of the Community Foundation of Burke County, and serves on their Investment committee.  He also has served on the Board and Investment committee for UNC-Blue Ridge Hospital, Chair of Burke Economic Development, Chair of Burke Chamber of Commerce, and a local bank Board Director. John is currently an Elder and Teacher of the Men’s Bible Class of First Presbyterian Church.

John is married to his high school sweetheart, Jan, and they have two sons and two adult grandchildren. A former “aged out” marathon runner, John now enjoys golf, tractor work on his farm and long walks in the South Mountains with the German Shepherd, Stella.

Focused Responsibilities:

• Wealth Accumulation and Preservation

• Retirement Planning and Income Strategies

• Fee-based Investment Planning

• Life, Disability and Long-Term Care Insurance

• Mutual Funds, ETF’s, Annuities