Check the background of this investment professional on FINRA’s BrokerCheck.

John B.


Originally trained as a teacher and administrator, John continues to apply his educational skills to his work with clients, making the complex subject of finances easily understandable to all. Since 1985, John’s mission has been to strive to achieve and surpass the stated goals of each individual, family, and business owner he works with in a personalized manner. John has developed a specialty of private wealth management focused on providing reliable income for retirees and tax-efficient transfer of wealth to one’s heirs. John earned his CFP® designation in 1991.


  • MA, University of Wisconsin at Milwaukee
  • BA, University of Wisconsin at Milwaukee


  • John is a CERTIFIED FINANCIAL PLANNER™ since 1991
  • Member of the Securities America Advisory Council; 2001-2002
  • Member of the Board of Directors of Nazareth Orphanage Ministry, Tecate, Mexico; 2016-2019
  • President of University of Wisconsin- Milwaukee’s Southern California Alumni Association; 2017-2019
  • Former Educator and Administrator in Suburban Milwaukee School District


  • FINRA series 7, 23, and 63, 65, and 66
  • Securities licensed in about 20 states
  • California, Wisconsin, Arizona, Hawaii Insurance Licensed

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