As Director of Wealth Management, John supports client portfolio design, analysis, and construction while also assisting the firm with relationship management and business development efforts. He also oversees design and execution of the firm’s proprietary options strategy, managing Trinity Legacy Dynamic Options Fund I on behalf of qualified clients.

Prior to joining Trinity Legacy Partners in October 2018, John built a successful consulting career with Accenture and Oliver Wyman, where he focused on organizational transformations for Fortune 500 companies. Earlier in his career, John worked as a business analyst at ExxonMobil, and as a sales analyst at CST/berger, a Division of The Stanley Works (now Stanley Black & Decker).

A native of West Lafayette, Indiana, John earned a Bachelor of Science in Management from Purdue University in 2006. While at Purdue, he was named All-Big Ten Conference as a member of the Boilermaker baseball team.

Today, John is an accomplished amateur golfer who competes at the local, state, and national levels.

John resides in The Woodlands, Texas.