John is a Wealth Advisor for Avior Wealth Management.
He has served in the financial services industry since 1994 after graduating from The University of Texas at Austin. He has been a CERTIFIED FINANCIAL PLANNER™ practitioner since 1999.
John enjoys meeting people and getting to know them which lead him to this career. In over 20 years as a financial planner, he has experienced working with a diverse set of clients in multiple stages of their lives and careers; including retirees as well as those in the medical and academic fields. John’s greatest satisfaction is the long-term relationships he builds with clients and watching their financial plans come to fruition over the course of months, years, and decades.
Prior to joining Avior, John worked at Cypress Wealth Advisors in San Antonio where he was responsible for business development and financial planning. Previously, he was a financial advisor with L.J. Altfest & Co., Inc. in New York City, where he managed over $250 million for high-net-worth clients around the world. In addition, he served as a member of the firm’s investment committee and led the firm’s bond trading operations.
He has been quoted in several publications and has worked with both the national and local media having contributed to articles in Money Magazine as well as the San Antonio Express-News.
He has two children and enjoys cycling, swimming, and travel.