As an Investment Advisor Representative, John specializes in investment portfolio research and management, and management consulting for businesses, and financial and retirement transitions coaching for individuals.
John founded a financial planning and portfolio management firm in Dallas, Texas, in 1981. He is a past director of the Dallas Society/Institute for Certified Financial Planners.
Upon leaving his Dallas firm in 1986, he joined Financial Management, Inc. Prior to 1986, John was an marine exploration geophysicist, researcher and branch manager for Texas Instruments, Inc. During his time at TI, he had project experience in 21 countries in Europe, Africa, and Australia.
He was a founder, director and officer of Global Trade Development Corporation, a Delaware-based privately-owned economic development company (2004-2008). John was also a director and officer of Culturally Designed Communities of South Florida, Inc., a privately-owned land development company (1995-2004).
John has been a data analytics consultant for the University of Arkansas for Medical Sciences (1996-present), an Adjunct Professor in the MBA finance program at Webster University, and an instructor with UALR’s Graduate Institute of Technology.
John received a B.S. degree in Physics from Louisiana Tech University, and an M.S. degree in Management (Operations Research and Finance) from the University of Texas at Dallas. He earned the Certified Financial Planner® designation in 1984, the Certificate in Quantitative Finance in 2006, and the Accredited Investment Fiduciary designation in 2018.
Away from the office, John enjoys travel, hiking, photography, and designing software. He and his wife, Kathy, have one son who lives on a sail boat, maybe off Florida.