John is a partner on the Locniskar Pursel Biddinger Nienberg Rochow Group at Merrill.
He graduated from the University of Michigan Stephen M. Ross School of Business, and has over 15 years of experience advising ultra-high net worth clients across the United States.
We specialize in investment consulting, wealth management, and investment banking services for families, professionals, entrepreneurs, athletes, and individuals.
John has been recognized by Forbes in its list of “Top Next-Generation Wealth Advisors Best-in-State” in 2023 (*Source: The Forbes "Top Next-Generation Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023).
Typically, John advises individuals and families who are experiencing money in motion, or a large liquidity event which requires advanced planning solutions. This may include founders and C-suite executives preparing for the sale of a company or an IPO; athletes and entertainers who are signing a large contract; professionals and entrepreneurs looking to grow their wealth; or family members reallocating funds due to retirement, divorce, or inheritance.
His goals in working with clients are to listen, guide, and offer thoughtful and creative strategies to empower clients to make the best financial decisions for themselves and their families.
John have been actively involved in the community through charitable and educational endeavors, including:* Past 10 year Board Member of The University of Michigan Ross School of Business Alumni Club of Ann Arbor & Southeast Michigan.* Past 10 year Board Member of the Birmingham Detroit Country Day School Alumni Association.* Past 6 Year Board Member of the Detroit Institute of Arts museum Founders Junior Council
He holds the Certified Private Wealth Advisor® (CPWA®) certification, administered by the Investments & Wealth Institute™, and the Certified Plan Fiduciary Advisor, CPFA® certification administered by the National Association of Plan Advisors. John also earned the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation.
We invite families who have complex wealth management needs to discuss their goals relative to our capabilities in more detail.
*Source: The Forbes "Top Next-Generation Advisors Best-in-State" list, published on August 8, 2023. Rankings based on data as of March 31, 2023.Opinions provided by SHOOK® Research, LLC considered advisors born in 1984 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). Shook’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.