John has over 30 years of qualified plan experience working with 401(k), 403(b), 457, Defined Benefit, Cash Balance and non-qualified plans. He has been on the record keeper side of the business prior to joining Strategic Retirement Partners. During his 30-year tenure, he has helped institutional committee members on investment advisory, committee meeting minutes, plan design topics, employee focused education themes and administrative regulatory requirements. John really enjoys explaining the details and transparency concerning the pros and cons of proprietary based products offered by numerous record keeping platforms. John also believes the 401(k) plan is the employees’ largest asset and enjoys working side-by-side with employees to help them save more for retirement and help them develop a diversified asset allocation.
John obtained a B.S. degree in Finance from Bowling Green State University. When John is not working, he enjoys spending time with his family, playing golf, sporting clays, hunting, attending sporting events and concerts with the family.
John and his wife, Susie, reside in Bloomfield Hills, Michigan and have 2 grown children.
