Director of Case Design
John brings to our team a wide experience of working with dozens of insurance companies both in the health and life sector, as well as the financial and annuity insurance sector.
His experience also includes real estate investing, annuity planning, and life insurance protection for tax-free retirement structures.
Combined with many years of running his own firm, John’s breadth of experience allows him to serve his clients across all aspects of planning for retirement and tax management.
John holds a BA in Business and holds multiple licenses and nationwide accreditations. With extensive experience in Medicare, John is also our Medicare specialist and assists clients with both their initial Medicare selections as well as continually monitoring those selections to ensure the most efficient coverage designs.
When not working diligently for our clients, John enjoys spending time outdoors with family, helping his children pursue their artistic hobbies, or kayaking along local waterways.