Experienced financial services professional for more than 17 years who has served as a Financial Advisor for top firms in the industry with a vision of starting his own firm one day which led to him to establish Cardinal Wealth Partners.
John works closely with clients monitoring their financial needs and their lives and the economic conditions change. He specializes in providing comprehensive risk management and long-term financial services strategies and planning along with working with institutional 401 (k) Plans. The philosophy that has led to his success is a firm belief that the client’s best interest comes first in addition to holding himself to a high level of integrity providing the best service possible.
John has his undergraduate Bachelor of Science degree in Biological Sciences from North Carolina State University with Honors. He obtained his CERTIFIED FINANCIAL PLANNER™ designation from Duke University’s Executive Program. John also has his Series 7, 31, 65 and 65 registrations as well as Long Term Care and Life Insurance licenses.
He has always been very involved in the community. John is actively involved with Habitat of Humanity and previously served on the Finance Committee. He is an Area Parent Representative for Episcopal High School where his son attended and was on the Durham Academy Parent Athletic Committee where his daughter, Molly, attends. John resides in Chapel Hill with his wife of 22 years, Meg, his son Rob who attends UNC Chapel Hill and his daughter Molly.
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