About Us

John brings over 24 years of experience in the investment industry to his clients. He is one of the few people in the industry to have earned both the Chartered Financial Analyst designation (CFA) and the CERTIFIED FINANCIAL PLANNER™ credential (CFP®). He is a member of both the Portland Society of Financial Analysts and the Estate Planning Council of Portland. Prior to starting his own firm, John was a portfolio manager with U.S. Trust and Pacific Investment Advisors. His earliest career experience includes work as a research analyst for the Red Chip Review and Northwest Investment Counselors.

John earned a Bachelor of Arts in Psychology from the University of Colorado and an MBA from the Atkinson Graduate School of Management at Willamette University.

In recent years John served as Treasurer and Board Member for The Ainsworth Foundation, a group which raises funds to support the teaching staff in his sons¡Ç elementary school. John also plays an active role in his sons¡Ç Boy Scout activities.

Outside of work, John enjoys spending time with his wife, Mitzi, and their two sons. He has a passion for travel and outdoor activities, and has visited over 30 countries around the world. The Pacific Northwest is the perfect backdrop for the outdoor sports John loves, including rock climbing, mountaineering, hiking, and fishing.