Client Services Associate
John is a Client Services Associate at Integrated, Inc. – Wealth Advisors. He started with Integrated in January 2022 and has previously been with CliftonLarsonAllen Wealth Advisors, Nuveen Asset Management, and Pentair plc in various investment and analyst roles. John graduated from Providence College in Providence, Rhode Island with a Bachelor of Science in both Finance and Accountancy in 2014. John holds a Series 7 (General Securities Representative) and a Series 66 (Uniform Securities Agent & Investment Adviser State Law Exam), held at LPL Financial.
John feels blessed to be part of the team at Integrated, who shares his faith-based values and commitment to excellence in serving clients.
When not having fun serving clients, John can be found spending time with family and friends, volunteering at various Church events, playing beach volleyball or going on hikes. John is on a personal mission to find the best BBQ and Italian food places in the Twin Cities. He also enjoys reading, learning about and discussing history and world events, and having a good laugh!
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.