John is a seasoned financial services professional with over a decade of expertise across banking, brokerage, and wealth management. His career journey includes key roles at Wells Fargo as a Licensed Personal Banker, Farm Credit Services of America as a Financial Service Analyst, and at leading brokerage firms such as TD Ameritrade, Charles Schwab, and BancWest Investment Services. Today, John is proud to serve as a Client Service Representative at RetireSmart, where he is passionate about empowering clients to achieve financial security and values the company’s commitment to both client success and employee growth.
Outside of his professional life, John is an avid powerlifter and competitive athlete, regularly participating in Spartan and Tough Mudder races. He also enjoys quality time with his wife, Sommer, and their two playful beagle dogs, Todd and Jack.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.
Advisory services offered through SMART Wealth, an affiliate of Retire SMART. SMART Wealth, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940 and an affiliate of Retire Smart. Registration as an investment adviser does not imply a certain level of skill or training. The communications of an adviser provide you with information about which you determine to hire or retain an adviser. Information about SMART Wealth, LLC can be found by visiting www.adviserinfo.sec.gov and searching by the adviser’s name. This is prepared for informational purposes only. It does not address specific investment objectives. All investments are subject to risk including the potential loss of principal. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
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