John helps investors navigate the complex world of financial planning and investment management with disciplined analysis, personalized guidance, and a long-term perspective.
From comprehensive financial planning to portfolio management, John works closely with clients to develop strategies tailored to their individual goals, risk tolerance, and time horizon. His recommendations are always made with one objective in mind: helping clients build, preserve, and efficiently manage their wealth.
John believes that informed decisions lead to better outcomes. He is committed to providing clear information, realistic expectations, and thoughtful guidance so clients can move forward with confidence in their financial plans.
John joined Alloy Capital in 2019 after a distinguished career of more than 20 years as an engineer with The Boeing Company. He holds a master’s degree in finance from Seattle University and an engineering degree from the University of Washington. His engineering background brings a disciplined, analytical approach to financial planning and investment strategy.
John lives in Poulsbo, Washington with his wife and their two sons. Outside the office, he enjoys hiking, reading, and spending time with his family. He is actively involved in the community through the North Kitsap Band Boosters and the Rotary Club of Poulsbo.
Raymond James is not affiliated with the above organizations and/or charitable causes.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.