Finance Instructor at Wisconsin School of Business
📍 Madison, Wisconsin, United States
John is a highly experienced financial services professional with over 30 years in the industry. He is the Director of Personal Risk Management at Savant Wealth Management and an instructor at the University of Wisconsin School of Business, holding AEP®, ChFC®, and CLU® designations.
Outside of his professional life, John enjoys culinary adventures with his wife, either by cooking at home or discovering new restaurants. To stay active, he is also an avid pickleball player.
He has a unique background that includes serving as the Administrator of Banking for the State of Wisconsin.
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Experience
32 Years
Current Role
Finance Instructor
Job Level
Senior
Location
Madison, Wisconsin, United States
Personality Overview
How John shows up
Information Seeker
Objective Thinker
ROI Driven
They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.
Priorities
Topics John cares about
Wealth Management
With over 30 years of experience, he serves as a Director at Savant Wealth Management while also teaching the subject to graduate students at the University of Wisconsin.
Estate & Tax Planning
He holds the Accredited Estate Planner® designation and has recently spoken on the topic "Is Income Tax the New Death Tax? " to industry professionals.
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Career
Work history
5-2022
Finance Instructor
Wisconsin School of Business
5-2022
Finance Instructor & Career Path Consultant
Wisconsin School of Business
1-2021 - 8-2021
Administrator, Division of Banking
Wisconsin Department of Financial Institutions
2017 - 3-2020
Wealth Management Regional Manager
Old National Bank
2011 - 2017
Wealth Management Advisor
U.S. Bank
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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