As a Client Relationship Manager for Veracity Capital, John supports the advisement and service needs of clients. He is also responsible for supporting strategic internal projects.
With over a decade in the financial industry, John has developed unique skills in financial planning, portfolio construction, and tax mitigation strategies. Before starting Veracity Capital, he was a Financial Analyst at AYCO, a Goldman Sachs Company. During this chapter of John’s career, he worked with high-net-worth families and executives of large companies. Over his tenure, John has developed skills in portfolio construction, retirement planning, and estate and income tax mitigation. In addition, John enjoys creating meaningful connections with clients, especially those transitioning into retirement. John feels that this is a defining moment in anyone’s life and as much as it is a financial decision, it is more so a mental and emotional shift, which opens the door to lasting, meaningful relationships.
John earned his Bachelor of Business Administration from Kennesaw State University and his Master of Business Administration from the University of Georgia.
Outside the office, John enjoys spending time with his wife, Jessie, and their two boys, Jack and Hunter. Outside of his family, John feels most at home cheering on and supporting his Georgia Bulldogs in any way he can.
Professional Designations
- Series 66
- Life and Health Insurance licensed
- Certified Financial Planner ™
