John combines a strong sense of personal integrity with 20+ years of business and investment experience to help deliver comprehensive financial solutions for a select group of multi-generational families and foundations. His contributions to our team include: financial education; asset management; behavioral investment strategist; retirement income planning; legacy, gifting and philanthropy. John seeks to build collaborative relationships that are personalized to address the unique needs of each individual. His mission is to combine a clarity of purpose in money matters with the tools and professional support necessary to help our clients achieve their ultimate goals.
John graduated from Revelle College at UC San Diego with degrees in History and Business Economics. Prior to joining TSG Wealth Management in 2020, he was a Senior Financial Advisor for The Private Asset Management Group and he held a progression of leadership positions with several high growth companies, including business services, technology and private equity firms. John has personal experience with several “angel” investments and he has previously acted as an advisor to several early stage businesses. John recently celebrated his 25th wedding anniversary with Susie, and their two children, Kevin and Matt.