Concentration, creativity, adaptation, and perseverance—these are the qualities that have made John a champion bridge player and continue to shape his success in the financial industry. These attributes allow him to craft creative investment solutions that help clients reach their financial goals.


John is a graduate of the University of Michigan School of Business. He began his career as a CPA (Certified Public Accountant) at Coopers & Lybrand and later earned the prestigious CFA charter— Wall Street’s most respected professional credential for portfolio managers, analysts, and investment advisors.

John has a long history in the industry. John has more than 30 years of experience working as a Senior Vice President for Morgan Stanley and JP Morgan.

His experience includes structuring complex equity options and other derivative positions,  and building many retirement portfolios. Over the years, John has managed money for numerous high-profile athletes, media figures, and political leaders.

John believes that in today’s volatile market, the advice of an experienced and objective professional is more valuable than ever. He takes the time to understand each of his client’s financial objectives and future financial goals with their risk profile, income, taxes, and many other factors. John is committed to providing unbiased investment advice and believes that objective recommendations, free from conflict of interest, are the key to earning clients’ trust.

John and his wife, Jennifer, live in Clarkston, Michigan. Outside of work, he enjoys golfing with his son, Lucas, and hiking national parks with his daughter, Lara. John is also an avid pickleball player.

Driven by creativity, discipline, and an unshakable work ethic, Lucas brings the same intensity to finance that once made him an NCAA Division I swimmer. After graduating from the University of Michigan with a degree in Economics, Lucas has made great strides in his career in the investment management industry, and gained valuable experience at Morgan Stanley, JP Morgan, and Ameriprise. Early in his career, Lucas earned the prestigious CIMA designation, one of Wall Street's most respected and coveted credentials for advanced investment analysis, portfolio construction, and wealth management strategy.

Lucas believes strongly that discipline, consistency, and experience are the drivers of long-term performance, and that investments are a key driving force behind reaching real-life goals. Lucas understands that providing practical, objective advice tailored to each client's needs, risk profile, income, taxes, and goals is a priority. He believes that trust, transparency, and consistent execution are the foundation of lasting client relationships.

Outside of work, Lucas enjoys golf, fitness, and spending time with his wife, Achouaq.