John is a Managing Partner at Retirement Income Solutions (RIS), where he and his partners lead an advisory team in managing the firm’s $2B assets under management and helping 1,200 families prepare for and financially manage through retirement. John joined RIS from TIAA-CREF, and he prides himself on being the best resource for his clients, no matter what they need.
John and his wife Sherri have three children, with whom they enjoy going out on the lake, swimming, fishing, boating and kayaking. John also enjoys spending a lot of volunteer time at St. Joseph Church helping in the community.
Education
Averett University
BS, Business Management
Central Virginia Community College
AS, Business Management
Community Involvement
Kiwanis Club of Ann Arbor
Past President
Parish Council, St. Joseph Catholic Church
Chairman (2008-2012)
Worldwide Marriage Encounter Presenting Team
(2001-present)
Experience
2010–2012
Senior Vice President and Portfolio Manager
Retirement Income Solutions, Inc.
2006–2010
Wealth Management Consultant TIAA-CREF
TIAA-CREF Ann Arbor, Michigan
2003–2005
Wealth Management Consultant TIAA-CREF
TIAA-CREF, Charlotte, North Carolina
1996–2003
Operations Manager
Member Services, Inc./Piedmont Aviation Credit Union, Charlotte, North Carolina
1994–1996
Financial Planning
Equitable Life, Roanoke, Virginia