Meet John

John is a managing partner, chief compliance officer, and financial planner at Bowline Financial. After graduating from Rollins College in Florida, where he played D2 lacrosse and earned his international business degree, John immediately entered the financial services industry. John was quickly exposed to the various paths you could take as a licensed Financial Advisor, but it did not take him long to realize that financial planning was the most meaningful pursuit with the greatest opportunity to do good:

“I could tell early on that providing financial planning advice from the position of a fiduciary was lacking in our profession. There were too many solutions being provided to clients based upon the sale of a product (insurance, annuities, mutual funds, etc) instead of solutions that were driven by a real process.”

He earned the challenging CFP® designation which educated and certified him on the key pillars of comprehensive financial planning to better serve his clients. His duty of loyalty as a CFP® professional is a driving force behind Bowline Financial’s fiduciary standard of care today.

His primary roles in the firm include providing comprehensive financial plans to clients, strengthening client relationships, and bettering firm processes/technology/compliance.

Outside of the office, John enjoys spending time with his family, boating, skiing and playing golf or hockey depending on the season.

“Patience. Frugality. Sacrifice. What do those three things have in common? They’re choices. Money is not happiness but money is at its essence the measure of a man’s choices.” ~ Jason Bateman as Marty Byrde in “Ozark”