Overview
As a Retirement Plan Advisory at Aprio, John works with C-suite executives, HR leaders, and business owners to ensure their retirement plans support employee engagement and align with corporate growth goals. He offers tailored solutions and a hands-on approach to plan management that helps clients navigate fiduciary compliance, enhance employee participation, and maximize the tax benefits for the employer. Whether clients need to move an existing plan or design a plan from the ground up, John helps clients make plan decisions that help realize the full business value of their retirement plans.
Experience
John has 30 years of experience in retirement plan design, administration and management helping clients implement investment strategies and maximize the tax advantages of employer sponsored plans. Prior to joining Aprio John’s experience includes roles at Fidelity Investments, Deutsche Bank, and Principal Mutual Financial Group.
Education & Affiliations
John earned his bachelor’s degree from Ohio University. He is a Muay Thai Coach at American Top Team. He now trains and corners active fighters after having had an extensive amateur fight career in the Southeast.