John understands that your investments are simply a means to meet your family’s future needs. At LightBridge Wealth Management, he believes in the importance of getting to know his clients on a personal level. By knowing more about you, your family, and interests he is able to tailor an investment plan that is uniquely yours.
From his experience as a long-term care administrator, John understands what is important in life and that our family and life experiences are what make us who we are. As an advisor, he is able to use this experience to discuss not only investment issues, but also the life issues that all seniors face. Social Security, health care issues, and legacy planning are particular areas of focus.
John completed his BBA in Corporate Finance and his MBA in Finance from East Tennessee State University. He is a member of both Cokesbury United Methodist Church, and the Cherokee Masonic Lodge #728.
John enjoys spending time with his daughter, Hadley Rose. John also enjoys motorcycling and boating.