“Helping individuals, families, and foundations achieve financial peace of mind and confidence is my greatest satisfaction.”
Life’s all about choices—certainly for this Seattle native. John’s career track was ignited by the elective personal finance course he chose back in the day. Coupling that with his passion for connecting with people, John always serves as a champion for Fulcrum’s clients.
At Fulcrum, John works closely with the firm’s advisors to develop and deliver best-in-class wealth management services. This proud O’Dea and Gonzaga alum honed his skills developing estate plans and administering complex trusts at a local wealth advisory firm. Daily he leverages his knowledge to help clients navigate their financial lives and preserve their legacy.
