TEAM PROFILE

John is a Director in FGMK’s Estate and Succession Planning Practice with nearly 25 years of experience in the estate planning area, including nearly 14 years as a practicing estate planning attorney.

John regularly works with families, business owners, executives, professionals, and trustees throughout the United States to grow, manage, and protect wealth. He provides clients with comprehensive planning solutions covering a range of services, including core estate planning, complex gifting and sale strategies, inter-generational wealth planning, estate and trust administration, charitable giving, and asset protection planning. He strives to provide clients with strategic advice and smart, practical solutions to real world problems. He routinely reviews estate and succession plans and provides insights on improving those plans.

For clients focused on reducing estate taxes or thoughtfully transferring ownership of privately held businesses, John works with other advisors to develop and implement wealth transfer techniques including IDGTs, GRATs, ILITs, QPRTs, CRTs, FLPs, and related techniques.

Prior to joining FGMK in 2025, John worked at large public accounting firms focusing on estate planning.