I started at Lincoln National Life’s home office in Fort Wayne in 1989, serving as a business analyst bridging Retirement Plans Marketing and Information Systems. In 1995, after consulting with advisors nationwide, I moved to California to begin my financial planning career.
As a minister’s son, I’ve always believed serving others is a calling. I joined a nonprofit & hospital retirement planning group known for strong character, culture, and long-term results—and I’ve spent the decades since helping families across the San Francisco Bay Area (and now Scottsdale) with risk management, investments, retirement planning, and estate strategies.
What’s never changed: relationships first. Through bull and bear markets, family wins and losses, we show up—consistently. That’s how trust is built.
At Modern Wealth Partners, our ethos is “Serve First, Last, and Always.” I’m grateful for an outstanding team across Client Relations, Operations, and Planning who bring empathy, sincerity, and excellence to every interaction. In 2022, our team received Lincoln’s Ted T. Santon 5 Star Team Award* (based on 2019 data).
Beyond work, I’m a husband, dad of six, and proud grandparent. I love travel and all kinds of sports, and I’m passionate about helping people meet and exceed their life goals.
Schedule an Appointment with John
*Internal award based on sales and good regulatory standing; recognizes one team annually within Lincoln Financial Group. Evaluated on team, client experience, business management & growth, marketing/advocacy, and succession/contingency. CRN-5874459-081023