John’s depth and breadth of experience, notable tenure with Wells Fargo Advisors, and community commitment are what differentiate him. He has been an advisor with the firm since starting his career in 1995, and today works with individuals, families, and nonprofits to help them make informed financial decisions and achieve their goals. He takes great pride in playing a key role in impacting lives through managing endowments, charitable trusts and foundation assets, resulting in grants that make a difference in his own community.
As a child, John’s family lived all over the country following his father, who was an Air Force pilot. Though proud of his father’s service, John wanted to build a life grounded in stability, which is what he has done in Victoria, where he settled after college, and with his long Wells Fargo Advisors career. John has been recognized as one of The Forbes Best-in-State Wealth Advisors* for 2018 and 2019. In 2013, he was named one of The Barron’s Top 1000 Advisors** award winners.
John and his wife, Melody, have a daughter, Mabry, who was diagnosed with autism at age 3. When they sought a differentiated educational experience for her, they discovered one was not available nearby. So they took the lead to create it — for Mabry and to serve the community need. They established The Vine School, a private 501(c)3 school for children with autism, communication disorders, and learning disabilities. The school began with 4 students in 2008 and today has more than 40. John has been President of the school’s Board of Directors since its opening day. When not at work or at the school, John can be found playing golf or reading spy novels.
*The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Barron’s Top 1,000 Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Texas Tech, B.B.A. Marketing
Wells Fargo Advisors 1995–present