Managing Director, Senior Relationship Manager
John is the Managing Director and Senior Relationship Manager for Investment Trust Company. In his current role, he guides clients through the maze of financial topics and helps them implement the steps to achieve their goals. He is responsible for leading the financial planning process and coordinating the financial technology to create a seamless client experience. His specific expertise involves investment allocation, estate plan design, and retirement income planning. John is a graduate of the University of Kansas, is a Certified Financial Planner and an Affiliate Professor of Personal Finance at Metro State University of Denver.
What do you enjoy most about your role?
“We have a great history at ITC and many of our clients have been with us for decades. We are now working with the 2nd and 3rd generations of families teaching them about growing and protecting their own personal wealth.”
Where can we find you outside the office?
“Now that our kids are off to college, my wife and I want to be outside of the house. We enjoy hiking with “child” #4 the Golden Retriever – aka Rudy. When she’s tired of me you’ll find me grinding up hills on my mountain bike trying not to get lost!”