John is a founding partner at River Birch Wealth Management. He has guided individuals and businesses toward financial security throughout his 30 plus year-long career. John served his country as a United States Air Force Missile Launch officer and upon completing his service, transitioned into the financial services industry. His primary responsibilities were advising clients through bank wealth management departments, which included the management of private banking and wealth management advisors.
John is a graduate of Charleston Southern University and holds securities licenses 7, 63, 65 and 24. He also earned a Master of Administration (MSA) from Central Michigan University and has achieved the CERTIFIED FINANCIAL PLANNER™ designation, which focuses on financial planning.
He is an active member of his community by previously serving on the board of Junior Achievement and teaching in the public-school classrooms. He has also served as a board member with Roanoke Valley SPCA and Southwest Virginia Wildlife Center of Roanoke and volunteered with Vinton First Aid Crew. John has been married to his wife Lila for 39 years and they have made Roanoke their home since 2002. They enjoy camping in their motor coach and hiking around their Smith Mt. Lake home. Lila is now retired from teaching, and they have four beautiful children and four grandchildren.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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