Having worked with numerous Fortune 500 CEOs, John understands that the foundation of wealth planning is built through a team effort. He works with clients' financial advisers, accountants and insurance consultants to develop and perpetuate a strategic wealth agenda.

John's approach focuses on building close client relationships by understanding their personal goals and ambitions, which creates opportunities to create an integrated team and plan provides comprehensive support. As personal general counsel, John is a sounding board, counselor and legal coordinator for the myriad personal and business issues facing high-net-worth individuals.