John joins Maridea as Senior Financial Planner, bringing extensive experience helping business owners and executives work towards their tax-smart financial goals. He develops and deploys financial strategies that consider short- and long-term tax implications, client-centered life goals, and estate and business succession planning. He also works closely with business owners on qualified retirement plan strategies.

John is a CERTIFIED FINANCIAL PLANNER® professional, Certified Public Accountant,  Personal Financial Specialist™, Chartered Global Management Accountant, and Accredited Investment Fiduciary designee. He holds an M.A. in Political Economy of Money and Development (With Distinction) from Franklin University Switzerland and a B.S. in Accounting (High Honors) from Penn State. In 2024, John was named one of Money Magazine’s Best Financial Planners in the U.S.

John calls Phoenix, Arizona, home, and outside of work, he enjoys strength training, hiking, yoga, reading, and spending time with his wife and their three adult children.