John is a CPA and CERTIFIED FINANCIAL PLANNER™ who helps individuals and families who are coming into wealth or retiring through thoughtful, comprehensive financial planning. With a strong background in both tax and financial planning, he brings a clear, disciplined approach to helping clients navigate retirement, investments, and life transitions.
At Foundry, John works closely with clients to develop integrated plans that help simplify complex topics. He’s especially passionate about listening to each individual’s unique story and weaving that story into a personalized financial plan that aligns with what matters most to them.
John holds a B.A. in Accounting from Liberty University. He lives in the greater Lake Norman area of North Carolina with his wife, Allie, their two young kids (Reese and Brooks), and their golden retriever, Pretzel. Outside of work, John enjoys golf, basketball, and serving in his church’s youth group.
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I didn't set out to be a financial planner when I left college. My day job was helping businesses plan for their future, but on the weekends I kept finding myself at kitchen tables, helping friends and family make sense of their taxes and investments. That was always the part I looked forward to most, so eventually I stopped treating it like a hobby and figured out a way to make it my career.
Ever since, I've loved every minute of it! I have the privilege to be with people for the moments that matter. Giving someone the confidence to finally take the trip. Making the bigger donation they'd always hoped to give. Looking honestly at everything they've built and figuring out how to steward it well.
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