John is an Investment Advisor for Adam Smith. He focuses on devising and maintaining portfolios that meet individuals' needs, investment research, and investment strategy.

Focus
— Investment analysis and research
— Managing client portfolios and client service
— Cash flow planning and lifestyle spending analysis
— Insurance Consultation and Sales                    

Prior Experience
— Investment Analyst, Jeffrey Slocum & Associates
— Mutual Fund Accountant, Ameriprise Financial

Education:
— BA, Finance, Loras College, Summa Cum Laude
— Chartered Financial Analyst (CFA)

Other:
— Member, CFA Society of Minnesota
— Assistant Scoutmaster, Boy Scouts of America