John entered the Financial Services industry with Ashford Advisors in 2017, right after Graduating from Georgia Southern University where he majored in Finance and Economics. After working with many families over the years, John has built the belief that traditional financial guidance has failed at helping clients in the areas that are truly impactful. It has been his experience that most financial professionals tend to be very product driven or work only in one specific area of finance, without understanding a person’s complete financial picture. John's philosophy is much different! John’s goal is to not work with his clients in a silo like so many other financial professionals, but to act as a family's personal CFO to help establish well rounded financial habits and strategies.
After speaking to so many families around their finances, John has learned that there is a great lack of financial understanding of the financial products people have, how they work, and the overall purpose that they serve. He has found that this tends to create gaps, duplications, and inefficiencies. To help clients solve this, there are 3 commitments John makes to his clients: To help them become better financially educated, better financially organized, and help them implement the strategies they need to protect and build their wealth. John's financial process helps people save more than they thought possible, pay down debt efficiently, help protect themselves from catastrophic events, and implement the different wealth building strategies needed to help them achieve the financial comfort and confidence they strive for.
John lives in Dunwoody, Georgia with his fiancé, Catherine. Outside of the office, you will most likely find John on a golf course, out on Lake Lanier, or playing music with his Southern Rock band Backyard Loveseat. He also loves cheering on his GSU Eagles!
Education, Training, Memberships
- Georgia Southern University, Bachelor of Finance and Economics, 2017
- Kappa Sigma Fraternity (Alumni Association)
- Series 7 and 66
Awards and Recognition
- Guardian Disability Inner Circle 2021
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Ashford Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Ashford Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4124916.