John’s Executive Assistant is Cindy Sparks (314) 336-0836
Personal Statement: I provide comprehensive financial planning services for my clients. My CFP® certification indicates that I am qualified to help anyone who wants to plan for the future – everything from college expenses to retirement. My bachelor’s degree in accounting and my CLU certification give me a broad knowledge base with which to meet each client’s needs. I thoroughly enjoy analyzing my client’s goals and financial situation, and then helping them attain those goals as efficiently as possible.
Primary Practice Areas: Comprehensive Financial Planning
Employment History: Former Principal of Moneta Group, Premier Financial Partners 1998-2002, Independent Financial Advisor 2002-present
Education and Academic Honors: BSBA in Accounting from The University of Missouri (1983)
Credentials: Chartered Life Underwriter (CLU), Certified Financial Planner™(CFP®), Series 7, 63, Life & Health Insurance Licenses
Affiliations: Kirkwood Rotary Club
Hobbies & Interests: Golf (I believe in Mulligans), Music (favorite concert was Rolling Stones at Soldier Field) and Sports (favorite team is Mizzou, a true son)