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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
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John specializes in helping retirement plan focused financial advisors with strategies that make a difference in the lives of their clients.
He has more than 17 years of industry experience and has worked with thousands of financial advisors implementing strategies that help them create effective retirement plans for their clients. He is well known as a valuable resource for his clients and delivers unique insights and proven expertise that demonstrate his understanding of the ever-changing retirement landscape.
SPECIALIZED EDUCATION AND DESIGNATIONS
• Bachelor of Finance, The University of Georgia
• American Society of Pension Professionals & Actuaries
• Cash Balance Coach, Kravitz
PERSONAL FACTS
• Can solve a Rubik’s cube
• Made a Albatross/double eagle in 2020 (golf)
• Won three talent shows in high school
John and his wife, Ashley, married in 2012, live in Brookhaven, Georga with their daughter, Annabelle, and son, John Charles. In addition to time spent with his family, John enjoys playing golf, traveling, and following UGA football.
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