John founded our firm in 2001 and maintains the following professional designations and credentials:
- Chartered Life Underwriter (CLU®)
- Chartered Financial Consultant (ChFC®)
- Retirement Income Certified Professional® (RICP®)
John is securities licensed and maintains a Life & Health license in several states.
John considers the most rewarding aspect of his work the personal relationships he has with his team and his clients and the impact he hopes to make in their lives.
John enjoys road trips, biking, reading, snowmobiling, Pickleball, and spending time at “Koren’s Cabin” on Bay Lake, Minnesota. John is also an FCC-licensed Extra Class Amateur Radio Operator, call sign “NG0Z” and enjoys talking around the world on his amateur radio station.
John was born and raised in the Twin Cities. He and his wife Koren, our Chief Operating Officer, have three adult children and live in Eden Prairie and Bay Lake, Minnesota.