John is a lifelong Washington resident with 3 children. He received his Bachelor of Arts in Business Administration from the University of Washington, with a Concentration in Accounting, and has been in the financial services industry since 1990. He is registered as a LPL Investment Advisor Representative, and currently holds Series 7, 63 and 65 securities registrations through LPL Financial.
Additionally, John has earned the Accredited Investment Fiduciary (AIF) designation and the Retirement Income Certified Professional (RICP), a college level degree concentrating on retirement income distribution planning.