John serves as a Client Service Manager in the CollaborativeWEALTH® Gainesville office. He holds a Series 7 registration through LPL Financial. He also holds Life and Health insurance and Variable Annuity licenses. John services accounts, and provides general ongoing account maintenance. He has also passed the Series 66 exam as he focuses on establishing himself as a future financial planner and helping his father with implementing ongoing and future financial plans. John previously worked as a Social Studies and General Science teacher before transitioning to the financial planning industry.
John graduated from the University of Tennessee at Chattanooga with a major in History and a combined major in Philosophy and Religion.