John joined Solera in 2019 with 15 years in the financial planning industry. His experience ranges from providing individual retirement and comprehensive planning to training financial professionals while on a regional team with a well-known insurance and investment company. He shares our high value of people and provides advice in a consultative style. John is our resource for Medicare planning, contracted with several of the most popular providers in California and other states for Advantage and Supplement plans.
He grew up in Ohio, graduated from Kent State University, and brings broad professional experience in process improvement, management, and operations from the fields of education, real estate, document imaging, and service.
Trained as a first responder in emotional and spiritual help, John also loves to invest time to restore or re-purpose things back to a useful and valued position, whether it’s furniture, equipment, or people. He enjoys spending time with his wife Patty and their adult son and loves developing an electric guitar. He enjoys spending time with his wife Patty and their adult son and loves developing as an electric guitar and sax player, riding his classic road bike, watching documentaries and learning about new skills or interests.
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