2020 Calamos Court
Naperville, Il 60563
Background & Experience
John is dedicated to helping clients develop objective financial plans and investment strategies, through traditional research and risk management. Prior to partnering with SeaCrest Wealth Management, John spent time as a Wealth Advisor, working with Morgan Stanley, a Regional Investment Bank, and in management roles with two investment managers. Education: BA, Economics and Business, Eastern Illinois University MBA, Finance, Business Management, DePaul University
How I Can Help You
Our practice will work with you to help you analyze your financial circumstances and establish a plan to reach your financial goals.
We believe the best path to investing is the most direct path, so we avoid outsourcing investment management to third parties whenever possible. This allows you to “know what you own”, reduces your expenses, and increases transparency.
-The Importance of Risk Management Permanent Loss of Capital
-Each investment alternative has a different level of risk of a permanent, or temporary loss of capital. Our process seeks to understand what type of risk, and to minimize the possibility of a permanent loss of capital.
Our process uses truly independent sources of investment research and information, which eliminates the conflicts of interest. By drawing on these sources, our practice, we can develop unique insight when executing our client’s investment strategy.