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
What to Do After Selling Your Charlotte Business
Selling Your Business? How to Maximize Your Charitable Gift
The 3 Levels of Estate Planning for Business Owners
