CFP®, CFA®, MBA
Director of Portfolio Integration / Member Owner
Far too often I have seen investors and advisors alike needlessly complicate investing, sometimes due to inexperience, often due to hubris. It does not have to be this way. I love helping people simplify their lives.
John has been involved in the financial services industry since 1996. He was the chief investment officer for Capital Directions until it merged with Savant in 2023. Prior to joining Capital Directions, John was an investment consultant with Schwab Wealth Advisory (formerly Schwab Private Client). Before that, he worked in various capacities at Wachovia Bank, the Center for Society Law and Justice, and First Virginia Bank.
John earned a bachelor’s degree in economics and a master of business administration degree from the University of New Orleans. He is a CERTIFIED FINANCIAL PLANNER™ professional and has attained his Chartered Financial Analyst® (CFA®) designation.
John and his wife Jessica live in Clemson, SC, with their four children. Their weekends are spent splitting time among soccer games, dirt bike races, and the Carolina Youth Symphony.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.