John serves as a Senior Wealth Advisor for Crusonia Wealth. His career in financial services began in 2017 at Southwest Retirement Advisors, an independent advisory firm based in his native Austin, Texas. He served as the firm’s lead planner and president from 2020 to 2025 before joining Crusonia.
John focuses on assisting clients who are preparing for or enjoying their retirement. He offers guidance on cash flow planning (including Social Security and pensions), tax-efficient withdrawal strategies, portfolio allocation and investment selection, charitable giving and estate planning, and insurance coverages ranging from Medicare to long-term care. Additionally, he welcomes clients interested in socially responsible or ESG investing.
John earned his BA from Northwestern University, and his PhD from Indiana University, Bloomington. He holds the Series 65 license and CFP® certification. He is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). John resides in Austin with his incredible wife Blair and enjoys serving on nonprofit boards that support his central Texas community.
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