John is the Co-Founder and Managing Partner for Wealth Partners Alliance.  In addition, he serves on the Finance and Operations Committees for the firm as well as sits on the Advisory Board for Concurrent Investment Advisors.

Prior to starting Wealth Partners Alliance in 2019, John spent six years at UBS Financial Services as a Financial Advisor, and before that was an Investor with J.P. Morgan Private Bank, where he coordinated investment and wealth planning management for their high-net-worth private clients.

He began his investment career 20-plus years ago in Chicago as a Commodity Trading Advisor followed by Director of Portfolio Management with a successful financial team inside Northwestern Mutual Financial Services’ Investment Network.  There, he established the blueprint for investment consulting practice and designed discretionary investment portfolios.

John helped start Wealth Partners Alliance to create a better place for successful advisors and clients to do business. The shared goal was to provide a more robust service model delivering custom strategies through a deeper wealth management experience and best-in-class technology.

He along with the a team of advisors provide a systematic process identifying and implementing customized strategies designed to meet their clients’ investment, cash flow, financial, philanthropic and legacy goals.

John earned his MBA from Northwestern University, and his BA from Southern Methodist University.  He and his wife, Missy, have two sons. 

John’s favorite things to enjoy in Dallas

• Attend SMU Football and Basketball Games.
• Enjoying local Tex-Mex and margaritas