Biography

John came to the United States in 1974 at age 18 with a big dream, knowing little English and with $1,000.00 in his pocket.  At age 54 he is an author and a successful business owner.  As a financial advisor, he has been a member of the Presidents Club for the last 3 out of 4 years.  For 2009, John is also currently in the top 5% of producers with his broker dealer.  After presenting 100’s of seminars on business, investments and tax planning for his clients, he is embarking on a new journey.  His goal is to become a public speaker on the national level for other professionals, business owners and the general public while ultimately passing his passion on to others who have the desire to succeed.

His book, " Roth IRA: Exploding the Myths, to Convert or Not in 2009/2010” can help your clients or professionals make the right decisions in 2010 on their Roth IRA conversion decisions.

Feedback from readers & attendees:

“I read your book and enjoyed it thoroughly!  What I like best is the way you boil it all down to everyday language.  As a non-tax guy, it was easy for me to comprehend.  I’ll be able to work with a few clients in the next several weeks about making the transition to Roth with confidence!” Thanks John, Greg Davis, Financial Advisor, 11/25/09

“John - thank you again for your presentation on the Roth IRA conversion. It was very helpful to the team and will serve them well in the future when questions from advisors arise.” Kurt Erickson, Director of National Sales, Walton International Group (USA), Inc 8/24/2009

“John, Our group was very appreciative of your talk.  Most of us are unfamiliar with the benefits of converting to a Roth IRA and how doing so in the upcoming future might not only make sense from a tax perspective but from an investment perspective as well.  Thanks for the insight!”  Karen George, Assistant Vice President, Wells Real Estate Funds, 9/22/2009