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.

  • Image of a guy on a tablet. A hologram of a chart is hovering over the tablet with the words "January 2026 Financial Planning Update".

    January 2026 Financial Planning Update

    Published On: January 13, 2026
  • Image of scales with the Portus Weatlh Advisors Logo in the top right for the Unifying Business and Personal Balance Sheets for Founders," blog psot

    Unifying Business and Personal Balance Sheets for Founders

    Published On: December 17, 2025
  • Retired couple on swings enjoying their post-exit pay

    Build Your Post-Exit Paycheck: Investment & Tax Plan

    Published On: December 5, 2025
  • man working on tablet with 3d virtual bar chart standing off the screen with the headline October 2025 Financial Planning Update

    October 2025 Financial Planning Update

    Published On: October 9, 2025
  • Image or a tax retun with a cirlcle reprseting a loop hole.

    September 2025 Financial Planning Update

    Published On: September 10, 2025
  • Blocks representing bonds, stocks, and other financial instruments.

    September 2025 Economic and Investment Update

    Published On: September 10, 2025
  • Calculator with the word "TAXES" on it and the heading "In August?" beside it.

    August 2025 Financial Planning Strategies

    Published On: August 12, 2025
  • Desk covered with spreadsheets and investment charts with the headline "Investment Analyst"

    A Day In The Life Of An Investment Analyst

    Published On: May 13, 2025
  • Charting Opportunities thumbnail for Greg Brown episode, including Greg's picture, logo (Cardinal Finance) and name of the episode (The Role of a Fractional CFO)

    How a Fractional CFO Can Prepare Your Business for Sale

    Published On: May 11, 2025
  • April 2025 Financial Planning Strategies

    April 2025 Financial Planning Strategies

    Published On: April 8, 2025