John is a resourceful and accomplished Senior Wealth Advisor. He deeply enjoys starting and growing relationships with his clients and their families. Outside the office John loves spending time with his wife, Tiffany, and their seven children (ages 9 to 27). John also enjoys cycling on the Central Coast of California and in the DFW area of Texas. He enjoys traveling to and participating in Gravel and Road Gran Fondos.
John is a Senior Wealth Advisor with TL Private Wealth. He offices out of San Luis Obispo, California as well as TL Private Wealth's home office in Southlake Texas. John has clients across the United States and in Europe. TL Private Wealth provides comprehensive wealth management services, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
I enjoyed developing relationships with my clients that were centered around their financial well being.
Multiple President's Club Recipient
Multiple Year End High Performer Recipient
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