John is a Financial Advisor, CPA, and Founder at Opticity Wealth Partners, a Northwestern Mutual firm. He specializes in creating holistic financial plans for individuals and businesses, focusing on insurance adequacy, succession planning, and executive benefits. He holds a B. S. from Virginia Tech and has received multiple Forbes accolades for his work.
John lives in the Richmond area and is a devoted family man. He enjoys spending his free time with his wife, Carter, and their three children. He is also an avid golfer and enjoys attending Virginia Tech athletic events throughout the year, supporting his alma mater.
His career path was inspired by a close relationship with a successful insurance executive who became his mentor and encouraged him to pursue financial advising.
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