John is an LPL Financial Advisor at KCU Investment & Retirement Services located at Kohler Credit Union. He has 7+ years in the investment and insurance industry and holds a bachelor’s degree in Education. John has earned the CRPC® designation, for financial professionals. The CRPC® is conferred by College for Financial Planning. This program enables experienced advisors to focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning. John has always had a passion for helping and supporting people. He accomplishes this by determining with you what your financial goals are, educating you on services available, and creating a customized plan that is most suited to you, while acting in your best interest as a fiduciary in advisory relationships. This practice will help ensure four key financial principles are covered: Develop and incorporate strategies aimed toward accumulating wealth during your working years, confidence and independence in your retirement, transfer of assets in a more advantageous manner, and continuous and ongoing communication throughout the process.
John continues to serve his community in organizations outside of KCU Investment & Retirement Services. He is President of USPTA Midwest Division Board and the Founder/President of the Fond du Lac Tennis Association. He volunteers at local schools to offer financial literacy and education for students. John and his wife, Julie, reside in Plymouth with their family. In his free time John enjoys reading, playing tennis and pickleball.
John is FINRA registered through LPL Financial with his Series 7 and Series 66 to sell securities. He holds Life, Health, and Variable Annuity licenses in the state of Wisconsin.
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