Designations and Licenses

John is a CERTIFIED FINANCIAL PLANNER® professional. He also holds the Chartered Financial Analyst® designation.

Experience and Education

John provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, John was a senior wealth manager at Boardwalk Financial Strategies, LLC, providing comprehensive financial advice and managing portfolios for high-net worth individuals and families. Before that, he was a financial planner at Balasa Dinverno Foltz, LLC.

John holds a bachelor’s degree in finance from Carthage College.

Personal Interests

Away from the office, John enjoys traveling, reading, gardening, painting, skiing, hiking and camping. John resides in Milwaukee with his wife, two children and dogs. He is a member of the Milwaukee Estate Planning Forum. He is a board member and a volunteer with local Milwaukee non-profit organizations.