John joined Baird in 2019 as a Vice President. He has been advising clients in the areas of financial planning and investments since 2007. John has a passion for helping clients in a number of different areas including budgeting, retirement planning, portfolio construction, liability management and life insurance protection. He has a track record of always putting his clients needs first and makes education a priority so families feel comfortable with the investments that they own. John graduated from Murray State University with a degree in Marketing. Outside of work, John coaches for the Judson University golf team and was named the NCCAA North Central Coach of the Year 2020. He and his wife, Cheryl, live in West Dundee, IL and have three children: Tyler, Jordan and Kelsey.
A Different Kind of Financial Partner
What makes Baird different from many financial firms began with our founding in 1919 and Robert Baird's understanding that our business was fundamentally about trust, partnership and building better futures for our clients and the communities we share.
What we call The Baird Way represents the responsibility that comes with that understanding and our confidence that it brings out our best in everything we do. It is the foundation of core beliefs we share, the promise we make to each other and the inspiration for our Mission:
To provide the best financial advice and service to our clients and be the best place to work for our associates.
Much has changed in the world since Robert Baird first wrote Clients Come First! in 1919. But the focus that has fueled Baird's growth and success for more than a century has always been on doing what's best for the people who rely on us.
That's The Baird Way.
|Firm Start Year:||1922|
|States Licensed in:||IL,|
|Number of Years with Current Firm:||2|
John has been a Retirement Planner and Advisor since 2007. He builds, manages, protects and help clients transition their wealth. He does this through comprehensive wealth management to include investments, risk management, liability management and Trust & estate planning. |
He began his Retirement Planning career with A.G. Edwards which was subsequently bought out by Wells Fargo Advisors. John loves to help clients with their investment needs and enjoys breaking down the complex to make it easily understandable for everyone.
|Work with the following types of clients:||Non-Profit Organizations, Businesses, Individual Investors|
|Foreign Languages Serviced:||English|
|Advisory Services Provided:||Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management|
|Investment Types:||Exchange Traded Funds (ETFs), Stocks, Bonds, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)|
|Can meet clients in the following ways:||Your Home, Our Office, Via Phone, Via Email, Your Office, Video Conference, Our Offices|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Annuity, Life, Variable Annuity, Long Term Care, Variable Life|
|Advisor's Number of Clients:||180|
|Advisor's Number of Managed Clients:||150|
|Advisor's Number of Planning Clients:||125|
|Assets Managed by Advisor:||$84,000,000|
Compensation and Fees
|Minimum Portfolio Size for New Managed Accounts:||$50,000|
|Fee % Based on Assets:||1.15|
|Additional Details on Charges:||John loves to do an initial consult at no charge for prospects and create a draft of their Retirement Plan so they can see a road map of their retirement life. This ultimately becomes the centerpiece of his Retirement Planning process.|
|Bachelor of Science in Business - Marketing||Murray State University
- Murray, KY
The Retirement Planning is the centerpiece used to determine what the portfolio allocation needs to be for my clients to successfully meet their retirement goals.
I love to help educate clients on the various options that they have with their 401k's and helping them understand repositioning their assets for a successful retirement phase of their lives.
What are your qualifications? What is your education background?
I have a CRPC (Chartered Retirement Planning Counselor) designation. I focus on providing a "road map for retirement" for my clients. Covering the entire retirement planning process, sources of retirement income, personal savings, employer-sponsored retirement plans, income tax effects, retirement cash flow, asset management and estate planning.
Registered Investment Advisor:
|Western suburbs mainly||but wherever a referral may live.|
CFP®, CRPS®, CFS, AIF®
VERMILLION FINANCIAL ADVISORS
32 Years of ExperienceView Profile