John is an Investment Adviser and a Principal of the Firm. John works with individuals, families and foundations providing investment advisory services and financial advice.

Prior to establishing the firm in 2000, John’s prior work experience included serving as a portfolio manager, an investment research analyst and a CPA in the tax department of a public accounting firm

John holds a J.D. from the Loyola University of Chicago School of Law and a bachelor’s degree in accounting from the University of Illinois. He is also a Chartered Financial Analyst.

John and his wife live in Eden Prairie and are the parents of three adult children.