John has been a valuable member of the BlueSky team since 2010. In addition to his CFP® credential, John is a CFA charterholder and an Enrolled Agent (EA) with the IRS. He is responsible for supervising the team’s financial planning and investments strategies and assists with clients day-to-day needs.
A native of North Carolina, John spent two years as a financial adviser in Orlando, Florida before joining BlueSky Wealth Advisors. Prior to that, he spent 11 years as a software developer, a career which shared the common element of creating customized solutions given unique constraints.
John holds dual degrees in computational and applied mathematics and managerial studies from Rice University in Houston, Texas. He is a member of the CFA Institute, the Financial Planning Association, and the National Association of Personal Financial Advisors.
John lives in Acworth, Georgia with his wife and four children.
There’s a lot of minutiae and complexity surrounding capital markets, the tax code, the legal system, and myriad other things we navigate all the time for our clients.
It’s a great feeling to research and solve problems for clients so they can remain focused on their life goals while we’re working on the details.
We like to challenge many of our clients to think outside of their status quo and develop a vision for their life and legacy. Our recommendations can involve taking fairly significant actions (i.e., buying or selling real estate), but all recommendations revolve around a customized vision of their future that we’ve helped our clients imagine.
What keeps you busy when you’re not working?I like to spend time with my four children, play complex board games, and edit video. In 2014, we developed a motto for our family to set goals for our homeschooled children, and it applies well to how we aspire to prioritize our own activities.