John is a Certified Personal Finance Counselor (CPFC®), providing one-on-one investment consultations to retirement plan participants. He earned a BBA from UW-Whitewater and holds the Investment Adviser Representative license (Series 65). He is a member of the American Institute of CPAs (AICPA) and the Wisconsin Institute of CPAs (WICPA). Prior to joining Spectrum, John worked in public accounting for 10 years, followed by 27 years as a Controller.


*CPFC®, The Certified Personal Finance Counselor® provides professional development and training for those with consumers in a one-on-one setting. Certification ensures that individuals have been trained and tested in counseling skills and the fundamentals of personal finance management.