After more than two decades as a sole advisor, John co-founded Triple Crown Financial in 2023. Alongside Brittany, he believes this partnership will enhance their ability to serve existing clients, attract new ones, and create a complementary balance, continuity, and synergy within their combined team.
With over 24 years in the financial services industry, John has established himself as a leading advisor and industry vetern. His primary focus is on risk mitigation and management, supported by comprehensive long-term financial planning. Retirement planning—encompassing both accumulation and distribution strategies—forms the foundation of John’s practice. He prioritizes getting to know his clients on a personal level to identify their goals and concerns, often extending his insights to their friends and family. John primarily welcomes new clients through referrals from satisfied clients and is eager to embrace the modern advancements that Brittany will bring to their team.
John holds multiple FINRA registrations, including Series 6, 7, 26, 51, 63, and 65, as well as life and health insurance licenses. He has been a proud member of the Million Dollar Round Table (MDRT) for several years, recognizing his exceptional production within the industry.
Residing in Crestwood, KY, John enjoys quality time with his three children. In his free time, he loves hiking, swimming, and traveling. An avid marathon runner, he is always seeking out his next race across the U.S.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.