John has over twenty years of experience in the financial services industry and has worked closely with Jeff LeClair for more than fifteen years. He has been designated a Wells Fargo Advisors Premier Advisor in 2018, which is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production and professionalism Additional criteria, including length of service, may also be used to determine recipients. He focuses on managing accounts and relationships primarily as an advisor to institutions, high net worth individuals, and the affluent market. John has helped develop and implement the team’s contact management and performance review system. In addition, due to his strong analytical proficiency he leads the team's investment committee with regard to mutual fund and ETF research and updates. Finally, John works on assisting clients with their financial and retirement cash flow analysis. He has a Bachelor’s Degree in Economics with a minor in French from St. Lawrence University in upstate New York, where he attained All-American status on the Men’s Wrestling Team and was a member of Beta Theta Pi Fraternity.
CA Insurance License #0E06134