Designations and Licenses

John is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

John specializes in wealth planning, investment management and retirement planning for high-net-worth individuals, families and retirees.

Prior to joining Mariner, John established and managed Klevens Capital Management, a financial planning and investment firm providing personalized wealth management solutions to affluent families, individual retirees and business owners. John worked with clients to design, implement and monitor customized plans to help them reach their goals. He also provided directional leadership to the advisors and associates. John has more than 20 years of experience as a financial advisor and portfolio manager.

Personal Interests

Away from the office, John enjoys baseball, golf, yoga and piano. He is involved in the Kirkland Performance Center and the Save A Forgotten Equine (SAFE) organization.