John has been practicing as a full-time orthopedic hand surgeon in private practice for the past nine years. As a medical student and resident, he was bombarded with requests to buy certain products and make certain investments he didn’t know much about. After realizing how much there was to learn, he decided to better educate himself about many different ways to invest his money. His most important goal in starting this investment advisory firm is to educate high-earning professionals, especially physicians, about developing goals and strategies they can use to help build wealth and minimize risk.
Physicians are often in a very unique position, with high debt coupled with a high income once they finish their training. John is interested in helping young physicians avoid making costly mistakes that can set them back financially for years to come.
John lives in Northwest Wisconsin with his wife and three children. His hobbies include traveling, golf, and playing anything that uses a racquet or paddle. He has passed the Series 65 exam and partners with Tradition Wealth Management, LLC to help manage some of the day-to-day investments. He prides himself on being very honest with clients and providing them with complete transparency regarding fees and portfolio performance. Just as he puts his patients first when practicing medicine, the needs of his clients are the most important aspect of the business.
