“A journey of a thousand miles begins with a single step.” –Lao Tzu
Born in Greenwood, SC, John is steeped in the Carolina tradition of helping one’s neighbor. As a Private Client Advisor, he enjoys exercising his neighborly skills by listening to clients about their hopes, dreams, and aspirations to help them create a plan to achieve what is important to them. John earned his B.S. with an emphasis in economics and finance from the University of South Carolina and is a CERTIFIED FINANCIAL PLANNER™.
John is the 2018 president of the SC Financial Planning Association, on the Board of the United Way of Greenwood and Abbeville Counties, and on the Planned Gifts Committee of Self Regional Healthcare. He is also the coach/coordinator of the Greenwood School District Fishing Team.
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