Since 2009, John has served as a trustee within the private banking industry. Prior to the professional administration of trusts, he was a commercial loan officer working closely with businesses in Northern Colorado.
As a part of the circle of trusted advisors surrounding clients in the wealth transition planning process, John enjoys opportunities to collaborate with trusted legal, accounting, and financial professionals to assure stability and continuance of excellent service for those clients.
As a Trustee, John strives to be the partner who works closely with clients to preserve their legacies, and to respect and carry out their wishes with regard to intentions and provisions for loved ones. His style as a Trustee is caring and consultative, helping guide future generations on how to leverage trust resources towards realizing life achievements and fulfilling dreams.
John has served on a number of boards and committees for professional and civic organizations, and is a featured presenter at continuing education courses and seminars on the topic of trust and estate administration.