With over 23 years of experience in the financial services industry, John — the founder of CasaSanta Financial Services — is dedicated to helping pre- and current retirees enjoy their golden years with added financial peace of mind.
A 1979 graduate of Purdue University, John continues to pursue education to better support his clients, taking a minimum of 24 hours of continuing education courses every two years through the American College of Life Underwriters. These courses, along with networking with other successful advisors, provide him with a way to stay current with the latest strategies for helping clients in North Carolina, South Carolina, Florida, Georgia, and Indiana achieve their goals.
John has lived in Charlotte, North Carolina, for 31 years and has been married to his wife, Marion, for 36 years. In his spare time, he enjoys volunteering at his church, with the Knights of Columbus, and with the Special Olympics. Volunteering grants John another opportunity with which to give back some of his time and talent. John and Marion have also established “Operation Bikes,” dedicated to purchasing bicycles for under privileged children during Christmas.