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.
July 2025 Financial Planning Strategies
“I Sold My Business…” Financial Planning for Life After A Business Exit
Charitable Giving With Brandon Davis | Charting Opportunities
Estate Planning For Business Owners | Charting Opportunities
