Our Team People first. Finances second.

As a wealth advisor at Pathfinder, John has been helping clients plan for their financial futures since 2009. He specializes in crafting personalized financial plans and investment strategies for the next generation, successful professionals, and small business owners. Additionally, John leads the firm’s qualified plans department, guiding business owners in managing their company retirement plans, such as 401(k)s and Simple IRAs. In 2022, John became a partner at Pathfinder, further cementing his leadership role within the firm. 

A 2009 graduate of UNCW’s Cameron School of Business with a BS in finance and business administration, John earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2012, followed by his Certified Retirement Counselor® (CRC®) designation in 2020. He is also actively engaged in his community, currently serving as Treasurer on the board of Education Without Walls, a Wilmington-based nonprofit that mentors challenged high school students through outdoor activities, helping them overcome barriers by establishing academic and personal goals. 

John is a proud lifelong resident of Wilmington, where he remains closely connected with his family, including his father and four siblings (he’s also a twin!). He and his wife, Allie, have two children—a nine-year-old daughter, Piper, and a six-year-old son, Banks—and they love spending time outdoors with their two-year-old yellow lab, Stanley. In his free time, John enjoys an active lifestyle of surfing, running, hiking, and traveling. His most recent personal accomplishment was running a 50K (31.1-mile) ultramarathon in January 2024. 

Professional Certifications, Licenses, and Designations:

• CERTIFIED FINANCIAL PLANNER™ Professional
• Certified Retirement Counselor®
• North Carolina Life Insurance Agent
• North Carolina Accident & Health or Sickness Agent

Professional Affiliations:

• Financial Planning Association, Member

Community Affiliations:

• Board Member (Treasurer), Education Without Walls (2021-present)
• Leadership Wilmington Alumni Advisory Board (2020-present)
• Leadership Wilmington Alumnus (2017)
• Surfrider Foundation, Member  
• Appalachian Trail Conservancy, Member

Awards & Recognition:

• 2019 Wilmington’s 40 Under 40, created by StarNews Media and Wilmington Chamber of Commerce. This award is based on community service and is not specific to financial services and does not imply an endorsement, recommendation, or reflect the performance of the advisor. Click here for more information.