John empowers his clients, making complicated financial planning uncomplicated. It’s a no nonsense down-to-earth approach his clients depend on.
He’s got the right training, but also the passion. John is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Magna Cum Laude graduate in Finance from Virginia Tech, with a Certificate in Financial Planning from Virginia Commonwealth University. His greatest fulfillment is the high he gets after meeting with a client and seeing they’ve made unmistakable progress together. It’s like being a musician on stage with the roar of the crowd. And he should know, he plays bass in a rock band as a hobby.
In 2016, John co-founded EVOadvisers – a continuation of Clair Financial Management, a Fee-Only Registered Investment Advisory and Financial Planning firm he founded after many years at GE in Financial Planning & Analysis roles. He gained valuable experience in diverse and global markets on assignments in locales ranging from Utah to Sweden. During those 10 years at GE, he learned the skills but felt he wasn’t close enough to real people, and that’s not who he wanted to be.
John doesn’t settle for mediocrity, in his own life or for his clients. He works tirelessly to truly get to know, understand and support his clients. He strives to help clients discover their personal vision for their family and then walks with them on the path to achieve it. He believes his clients are much more than a retirement portfolio, wanting them to live a great life today and in the future.
John’s expert advice is often shared on local TV news including NBC, CBS and ABC and has been quoted in the Washington Times, Forbes, Reuters and many more. EVOadvisers’ regular podcast EvoFi: A Finance Podcast For Humans is his baby. It’s a podcast about money, economics, and being a human in spite of those things.
Outside of work, John gladly serves as Board President of The Hawthorne Cancer Foundation, which provides financial and emotional support to cancer patients. On the weekends, he’s usually seen surrounded by his wife Jen and his 3 young children, who often give him a crash course in spontaneity. He loves being outdoors and living near the water where there’s a peace you just don’t get in a city. His life is more than good, and he wants to share his knowledge of success with all of his clients.