John understands the complexities, challenges and rewards associated with entrepreneurship, business transition and wealth management.

Get Your Wealth Wisdom

John’s simple, honest and insightful approach make him a natural speaker. His combination of experience, knowledge and training have uniquely positioned him as a leader who can speak with confidence and authority on several key topics including:

  • Financial Planning for Entrepreneurs
  • Business Succession Planning
  • Integrated Wealth Management (includes coverage of investment strategy, corporate/family structures, risk management, estate/charitable planning)

Get John to speak at your event

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