John, along with Michael Thaler, is a Managing Partner of Equity Concepts. As a former corporate executive with experience in a variety of financial and accounting positions, John had the opportunity in 1991 to answer his call to entrepreneurship and join Michael Thaler in building a wealth management firm. They endeavored to set themselves apart from the advisory crowd by focusing on offering service and institutional investment access, a reflection of their desire to serve in the highest investment and moral capacity.
Born and raised in Wilmington, Delaware, John received his Bachelor of Science in Accounting and Business Administration from the University of Delaware, after which he made the move to Richmond, Virginia. John currently holds the following Financial Industry Regulatory Authority (FINRA) licenses: Series 6, 7, 63, and 65 and is licensed in 38 states.
John is actively involved with many professional and charitable organizations including Northstar Academy, a school for special needs children, and First Things First of Greater Richmond whose focus is on strengthening marriages and families. John and his wife, Susan live in Manakin-Sabot, Virginia. Away from the office, they enjoy travel, golf, and spending time with family.