John is an Executive Wealth Manager with Genesis Wealth Management. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the FINRA Series 6, 7, and 63 registrations, held by LPL Financial, as well as life, accident and health insurance licenses.
John serves as the primary trusted advisor for a select group of individuals and families. He draws on his extensive knowledge and experience to identify clients’ needs and continually educate them as their lives and situations evolve. He works closely with his clients to develop and monitor their personalized financial strategy. He specializes in comprehensive financial planning by working with each client to create an overall financial strategy that encompasses:
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Prior to joining Genesis Wealth Management, John worked as a Senior Wealth Manager with USAA, a Fortune 100 company. During John’s nearly 19 years with USAA, he provided comprehensive wealth management services to high net-worth families and USAA executives.
John earned his undergraduate degree in Biology from the University of Texas at San Antonio. He earned his Master of Business Administration from Our Lady of the Lake University in San Antonio.
John spends quality time with his wife Kimberly, and children Zane and Sophie. He also enjoys travelling, sports, fishing, and his ranch.