Even after almost 45 years in the industry, John’s just as passionate as ever about helping his clients define their long-term financial goals, assess their current situation and then design and implement an investment plan tailored to their needs. He specializes in comprehensive investment and retirement planning and believes a superior investment program enhances personal wealth by increasing income. Strong communication is also a key factor in John’s approach, including regular updates and portfolio reviews to ensure he’s keeping up with his client’s changing needs.
Prior to joining Umpqua Investments, John worked at Wachovia Securities and Smith Barney. After earning a bachelor’s degree in business from the University of Oregon, John was a Captain in the Marine Corps, serving on the East Coast and in Vietnam and Okinawa. In his spare time, you can find him connecting with his community at church and volunteering at the VA.