John focuses on business development, client relationship management, investment advisory, and financial planning in the Raleigh area. His breadth of expertise comes from over 25 years of financial industry experience working with successful individuals, entrepreneurs and companies throughout North Carolina. John has been instrumental in the opening of a new office for the firm in Raleigh.
He has a sincere passion for making a difference in people’s lives through his work with financial planning and wealth management. John’s practice focuses on working with individuals at mid-level and upper-level management positions and successful people who want to build an enduring legacy for their families, their communities, and their businesses. He is committed to helping his clients achieve financial independence. He has taught retirement and business financial strategies courses and seminars at North Carolina State, Wake Tech and other local churches and organizations.
John was previously with Piedmont Investment Advisors, LLC where he served as Senior Vice President and Portfolio Manager with the firm. He utilized his entrepreneurial experience as founder and Chief Investment Officer of Centerwood Partners, LLC, a wealth management firm serving high net worth individuals, family offices and retirement plans. Additionally, he has held other executive positions with KDI Capital Partners, LLC and management positions in finance and real estate with McDonalds’s Corporation. Prior to that, John worked with Price Waterhouse.
In 1986, John graduated from Marshall University with a Bachelor of Business Administration (B.B.A.) where he was chosen as a Rhodes Scholar finalist and was captain of the men’s basketball team during his senior year.
John resides in Raleigh, NC with his wife and three children. He was the founder and President of the Ultimate Skills Football Club (USFC), a 501-C charity, benefiting local youth.
John is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
Office Address: 2840 Plaza Place, Suite 111 Raleigh, NC 27612