John is an Executive Senior Partner here at Totus Wealth Management, LLC and Totus Insurance Agency, LLC. In his current role, John specializes in Advanced Planning & Design and Insurance Coordination & Design, as well as focusing on the growth and development of the firm as a whole. He supports the Totus community with educational seminars, advanced joint sales work, recruiting, and the development of our financial planning endeavors. What John most enjoys about his work with us is having the freedom and capabilities to design effective, personalized strategies to accomplish clients’ goals in a non-conflicted manner.
Dating back to 1969, John’s professional background in the financial services industry is both extensive and impressive. Over the years, John has demonstrated a commitment to continuous learning and improving in his craft, as is evident in the numerous professional designations he holds, including CFP, CLU, ChFC, CRPC, LUTCF, LACP, and CLTC. John further demonstrates his commitment to education by sharing his knowledge and expertise with others through teaching and training. He is one of the few people in the United States that has taught the entire CFP® certification program, since 1985.
For his outstanding work in the industry, John has been named to the Country Insurance and Financial Services Hall of Fame, recognized as NAIFA Chicagoland Member of the Year and was inducted into their Hall of Fame. John also received the FPA Illinois Chapter Heart of Financial Planning Award and served as a NAIFA National trustee for four years. He is also the current President of the Forum 400.