Partner and Senior Client Advisor

John works with clients to develop, implement and review customized planning strategies to meet their financial goals.

John has spent 20 years providing guidance in a variety of financial planning areas, including cash flow / retirement planning, estate planning, investments, insurance, income and transfer taxation.

John began his career as a Trust Administrative Officer for the Private Bank of Bank of America. Prior to joining Portus in 2021, John served as a Wealth Associate for GenSpring Family Offices, LLC providing wealth management solutions for Ultra High Net Worth families.

John earned his BBA in Trust and Investment Management with a minor in Financial Planning from Campbell University. He also earned his Master of Business Administration from Campbell University. He is a CERTIFIED FINANCIAL PLANNER® and has held the Series 65 securities license.

John is a current member of the Charlotte Estate Planning Council and the Financial Planning Association of Charlotte.

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