John serves exclusively as the Family Chief Financial Officer for approximately 70 households. In this role, he provides investment consulting, advanced wealth and estate planning, and relationship management with those families and other professionals serving those families.
John’s prior experience includes work for insurance companies and consulting firms in the areas of actuarial science, insurance product development, institutional asset management, employee benefit consulting, and private company business valuations.
John is a Fellow in the Society of Actuaries (FSA), holds the Chartered Financial Analyst (CFA) designation, and is an Accredited Estate Planner (AEP). John graduated Summa Cum Laude from the University of Tennessee with an undergraduate degree in Statistics, and he graduated with highest honors from the American College with a master’s degree in Financial Services.
John is also a member of the CFA Society of East Tennessee and the Knoxville Estate Planning Council.