“I am passionate about learning. It allows me to grow personally and professionally. And that helps me provide the highest quality service to clients.”
John’s Story
John helps clients create a multi-pronged approach to taxation, and he coordinates efforts between Truepoint’s tax and estate planning teams. He believes that the firm’s collaborative ethos is key to providing outstanding client service. Even with a specialized and technical field of knowledge, John connects with clients on a personal level and contributes directly to their financial and wealth management goals.
Outside of work, John enjoys spending time with his family, reading, and playing golf.
Specialties: estate and gift tax planning, trust and individual taxation, trust planning and administration
