Iowa City, IA 52240
John joined MidWestOne in 2005 from a financial planning firm in St. Louis, MO. Upon the 2008 merger of MidWestOne and Iowa State Bank & Trust, he moved to Iowa City to manage the Investment Services group. This was a coming home of sorts, as John is a graduate of the University of Iowa with a BBA in Finance. As OSJ of the team, John holds Series 7, 24, 53, 63, and 66 securities registrations through LPL Financial and maintains Life/Health Insurance licenses in multiple states.
Before entering the financial world, John was a golf professional for more than 10 years and a PGA of America member for more than 7. He spent that time working at four different clubs and courses in the Midwest. Golf still plays an important role in his life and he manages to find time to enjoy a few rounds of golf in his down time.
Golf and financial planning are very similar. Every level of golfer has hit some great shots and some not so great ones. Every investor has made some good financial choices and some bad ones. Building your financial plan is about being able to take advantage of your good shots while preparing for the inevitable bad shots. It is this love and challenge of the “game” that drives John to be successful for his clients.
The rest of his free time is spent with family. John’s wife, Jennifer, owns her own fitness studio in Iowa City. His two daughters also keep him busy with school and volleyball. His older daughter, Payton, attends the University of Iowa and the younger one, Ellie, is at City High.