John is currently a Wealth Analyst at Colony Family Offices. His primary responsibility is to assist financial advisors and investment advisors by researching and analyzing a wide range of financial planning and wealth management strategies. He became a part of Colony Family Offices in January 2023.

Before joining Colony Family Offices, John served as a Senior Consultant at Elliott Davis, where he specialized in offering forensic, valuation, and litigation support consulting services. Prior to that, he held positions as a wealth analyst at Jeter Hrubala Wealth Strategies and as a portfolio analyst at UNFCU in Vienna, Austria.

John holds the CERTIFIED FINANCIAL PLANNER™ designation. He obtained his Bachelor’s degrees in Economics and Finance from Wofford College in Spartanburg, South Carolina.