Client Service Associate
“I enjoy working closely with a group of skilled professionals, helping clients truly understand their plans and reach individual goals while navigating the complex financial world.”
John is ACG’s Retirement Plan Client Services Coordinator. In this capacity he provides comprehensive education for our clients, assuring both clarity and smooth management of their retirement plans and investments.
Prior to joining ACG, John worked for the Leaders Group, a premier broker-dealer, providing over 10 years of experience helping corporate and individual clients prepare for retirement. He also worked with Securities America, a division of Advisor Group, which is one of the largest networks of independent wealth management firms in the US.
John holds a BA in Economics from Virginia Tech.