John is responsible for general oversight of HFS Wealth Management and leads the Firm’s investment efforts as Director of Investments. Since joining HFS, John has enjoyed growing it from a small, limited scope firm into a larger, multi-faceted company with multiple business lines. He recognizes and appreciates all of this would not be possible without working for great clients and with great co-workers.
“It’s satisfying to see clients benefit from addressing their needs and successfully executing a plan."
John tries to maintain a big picture perspective when addressing the diverse needs of HFS clients. He views the financial planning and investment management process like a puzzle that can be both challenging to assemble and highly rewarding when the pieces fit together correctly. You will often find his office light on late into the evenings conducting research, analyzing data or working on the latest project.
Outside of work, John serves on the Board of Directors for Camp John Marc. The camp serves children, teens and families that are impacted by chronic medical and physical challenges by providing a camp experience that might otherwise be unavailable for health reasons. In addition, he is an Advisory Council Member of the University of Texas Real Estate Finance Investment Center at the McCombs School of Business.
John is married and blessed with twins, a boy and a girl. When John’s not chasing the twins, you can typically find him outdoors playing golf, hunting or fishing. He also enjoys cooking, and everyone in the office considers him a “foodie” that can provide advice on a great restaurant to explore in the Dallas area.
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