Kirkland, Washington Office

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John joined EP Wealth Advisors in 2021. He enjoys working with people who are truly excited about their future and able to benefit from his advice on how they can enhance it. His diverse client base consists of people he respects and admires, and who consider him their friend.
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John has more than three decades of experience in the financial industry, including 15 years as a financial advisor and 20 years as a CPA. He is also a member of the Washington Society of CPAs.
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John earned a B.A. in Business Administration from the University of Washington – Foster School of Business.
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John enjoys hiking and visiting national parks throughout the nation with his wife and two kids. In the fall, he’s an avid Huskies fan. In his spare time, John participates in the Northshore Rotary Club, is a member of the Evergreen Foundation Finance Committee, and has coached youth soccer, basketball, baseball, and football. After years of playing piano, he’s developed a true appreciation for The Beatles, Elton John, Ray Charles, and Mozart.
Connect with John
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