John grew up in a family-owned pharmacy, where he learned early what it means to take care of people and their livelihoods. He studied accountancy at the University of Illinois, then spent the first stretch of his career as a CPA, first at a Big 4 accounting firm, then inside a Fortune 500 company, before moving into financial planning in 2007 and founding Alo Financial Planning in 2018.
Those experiences of attentive patient care, educational development, and professional services are the foundation of Alo Financial Planning. We value and deliver personalized advice that is evidence-based and in your best interest. Tax-wise planning is an important benefit of working with Alo.
That tax focus is embedded in Alo’s retirement planning. As a member of Ed Slott’s Elite IRA Advisor Group℠, John studies the latest retirement tax rules and opportunities twice a year, and CNBC and MarketWatch have featured his insight on many of these changes. Behind the firm, Focus Advisor Solutions provides our independent, boutique practice with additional resources like tax-efficient portfolio management and advanced planning.
Outside the office, John lives in Mount Prospect with his wife Kim and their two children, and enjoys traveling and hiking. He recently retired from coaching youth sports but still won’t miss his son’s games.
