John is the Chief Compliance Officer at Heximer Investment Management. He remains actively involved with clients while focusing on Family Tree Tax, the tax practice he started in 2025.
Fee-only CFP®. CFA charterholder. Enrolled Agent—the highest credential the IRS awards, with the same authority as CPAs and attorneys to represent taxpayers before the IRS. MFE, Ohio University. Ohio State Buckeye. Wellington School Jaguar.
He coordinates investment and planning work with tax and legal professionals across brokerage, retirement, estate, and trust accounts. Subject matter expert on Safe Havens. Contributor to Project Dream Chaser. He promotes continuing education and offers internships with different schools.