For nearly two decades, John has distinguished himself as a leader, educator and practitioner in the fields of personal finance, risk management and comprehensive financial planning applied in the context of both the individual and the small business.
His educational background includes a Master of Science of Financial Services degree (The American College of Financial Services, Bryn Mawr, PA), a credential as a CERTIFIED FINANCIAL PLANNER™ professional, a credential as a Chartered Financial Consultant, and a credential as a Retirement Income Certified Professional. He also completed a post-graduate certificate in executive education in Retirement Income Planning from the Wharton School, University of Pennsylvania. Although the Master's program emphasized estate planning and taxation, John spends a fair amount of time reviewing clients' Risk Management strategies and the structure of their Retirement Income during their retirement years. In recent years, before joining the practice with Doug, John filled roles at The Allstate Corporation, AXA EQUITABLE, The University of Utah and at The Horace Mann Companies.
In addition to his full-time work as as the Managing Partner at HERDT BRINKERHOFF, John continues to fill a weekly role as an Adjunct Professor at the University of Utah. He teaches multiple courses between the Finance Department at the Eccles School of Business and the Family and Consumer Studies Department at the College of Social & Behavioral Sciences on topics relating to aspects of the Financial Planning profession.
John completed his Bachelor of Arts degree at Brigham Young University. He and his family live in Syracuse, Utah.