For over 30 years, John has helped people truly realize their personal and financial goals as they prepare for retirement. When it comes to retirement assistance, he is passionate about protecting his clients from the seven deadly retirement risks. He is an attentive listener and with the heart of a caring teacher; you just need to contact him to learn more.

John has earned the Certification in Long-Term Care® (CLTC) designation. He is a Chartered Financial Consultant® (ChFC), and a Chartered Life Underwriter® (CLU). John lectured at the BYU Marriott School of Management for over 10 years. His strategies and articles have been published nationally in Retirement Advisor and Bloomberg Wealth Advisor magazines.

John has been president of the Salt Lake Estate Planning Council and the Utah Association of Insurance and Financial Advisors. He has served on the Planned Giving/Advisory Committees of Primary Children’s Medical Center, the Deseret Foundation, and the Salt Lake Community College.

John is a registered representative with The Leaders Group, Inc., an investment advisor representative with Portside Financial Group, LLC., and holds life and annuity insurance licenses.

Copyright © 2025, Docere Advisors, LLC. All Rights Reserved.

The information found on this website is provided as general information and is not intended to be specific financial guidance.

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.

Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.

Docere and any other named entity are unaffiliated. Docere is not affiliated with the named representative, broker-dealer-,dealer, state or SEC registered investment advisory firm The opinions expressed, and material provided are for general information, and should not be considered a solicitation of the purchase of or sales of any security.