As Managing Director — Investments, John partners with high- and ultra-high-net-worth individuals and their families to craft tailored, comprehensive investment strategies. Guided by each client’s unique goals, he takes pride in delivering a highly personalized approach – both individually and through his team.

John earned his BA in International Business Administration from the American University in Paris (AUP). His interest in wealth management was sparked by his own experience as an investor, following a successful career as CFO of a UK holding company in real estate and trading, and as CEO/President of the U.S. arm of a German furniture company. Motivated by a desire to support business owners and high-net-worth investors, John joined Wells Fargo more than 30 years ago and has been honored to help his clients pursue their financial goals ever since.

John resides in Los Angeles with his wife, Tamara, a hospital chaplain. They have five children, including their son, Sam, who is proud to work alongside John on the team. Originally from the UK, John has lived abroad for much of his life and has called the U.S. home for the past 35 years, becoming a citizen over two decades ago.

Outside of work, John is passionate about music and is a dedicated supporter of local and public radio. He enjoys skiing, boating, road biking, and attending concerts whenever he gets the chance.

As a Financial Advisor, Sam partners with clients to design thoughtful, customized strategies that reflect their financial goals and personal values. He joined the Scott & Mason Private Financial Group in 2024 after a 20-year career in the entertainment industry as a music and television producer, having previously obtained his degree in Audio Engineering from SAE Institute in Sydney, Australia. His background in the entertainment industry brings a unique perspective to his work in wealth management.

Originally born in the UK, Sam was raised and currently lives in Los Angeles with his wife, Devin, and their three daughters, Chloe, Winter, and Pepper. As a devoted father, he brings a meaningful focus to family and multi-generational wealth planning, helping clients build legacies that last.

Outside the office, Sam and his family love spending time outdoors, often traveling to favorite places like Catalina Island, Palm Springs, and Big Bear. A lifelong lover of the water, he enjoys fishing, boating, and relaxing by the beach whenever he can.