3750 Park East Dr Ste 200
John is a registered Wealth Advisor and associate of Wealth Advocate Group, LLC. He offers comprehensive financial planning to our clients and specializes in retirement planning, income tax planning, insurance planning, and client portfolio management.
John assists the team in providing necessary market research and data analysis for our investment management process, preparing client presentations, monitoring and maintaining client financial plans, and executing portfolio transactions.
John also has extensive experience in accounting. Since 2010, John has also worked as an accountant for a firm in Solon, Ohio. His duties include the preparation and examination of both personal & corporate income tax returns. He as detailed experience in the preparation of financial statements for corporations, partnerships and LLCs. He has a thorough understanding of corporate structure and helps advise clients at the company level.
John graduated from Hillsdale College in 2010 with a Bachelor of Arts degree in Accounting & Financial Management. He holds Series 7 securities registration with LPL Financial. Additionally, John has Life, Health, and Variable lines of insurance licenses.
John enjoys an active lifestyle and loves to travel. For John, the best time spent is quality time with friends and family. But most of all, John loves being with his wife Christina at their home in Strongsville.
Securities offered through LPL Financial, Member FINRA & SIPC. Investment advice offered through Stratos Wealth Partners, a registered Investment Advisor. Stratos Wealth Partners and Wealth Advocate Group LLC are separate entities from LPL Financial.