John is a registered Financial Advisor at Horizon Financial Group. As part of the retirement plan team at Horizon, he works closely with both the business owners and the employees participating in those plans. John holds the Certified Plan Fiduciary Advisor designation as well as the Series 7 and 66 securities registrations.
Utilizing Horizon’s 401(K)onfidence System, John partners with plan sponsors to carry out the goals for the plan and make day-to-day plan management more efficient. He provides competitive insight in plan design, pricing and functionality and helps keep fiduciaries on track.
When working with participants, he enjoys helping them understand the value, purpose and benefit of saving for retirement. Employees gain better confidence, clarity and direction through John’s ability to make the complexity of retirement saving and planning simple.
In addition to his dedicated work with retirement plans, John guides individuals and families in achieving important financial goals by providing wealth management solutions through holistic, customized financial planning.
John graduated from Christian Brothers University, in Memphis, TN. He obtained Bachelor of Science degrees in Business Administration with concentrations in finance and economics. He has over 10 years industry and retirement plan experience.
John and his wife, Heather have been married for 8 years and are members of St. George Catholic Church. Their twins, Land and Mary Elizabeth, were born in October 2021. Along with spending time with his family, he enjoys playing golf and breaking clay at the local skeet range.
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