Overview
John is an Insurance Advisor based in Aprio’s Atlanta office. He specializes in helping clients navigate their insurance needs including life, disability, long-term care, and liability coverage. As a non-commission insurance professional, he serves as a fiduciary providing objective reviews, recommendations, and implementation support to ensure that Aprio clients’ financial plans are resilient against potential risk.
Experience
John is known for his disciplined, client focused approach and long-standing commitment to professional excellence in the financial services industry. His career reflects 30+ years of experience in financial planning and advisory with a focus on helping individuals and families design and implement long-term financial strategies that align legacy and income planning, risk management, and retirement readiness. He has been an active member of the National Association of Insurance and Financial Advisors (NAIFA) since 1992 and is a Life Member of the Million Dollar Round Table (MDRT).
Education & Affiliations
John earned his Bachelor of Science degree in Business Management from Georgia Institute of Technology and holds the Certified Financial Planner™ (CFP®) designation, awarded by the CFP Board, as well as the Chartered Life Underwriter (CLU®) designation from The American College.