About Me

John is a Portfolio Manager at Nicholson Wealth Management Group. Previously, he served as a Financial Consultant Partner at Charles Schwab for over 11 years, where he gained extensive experience in financial markets, investment strategy, portfolio management, retirement planning, and wealth advisory services. He also holds the Accredited Asset Management Specialist™ (AAMS®) designation, reflecting his expertise in asset management, financial planning, investment analysis, and client portfolio solutions.

A native of Toledo, Ohio, John earned his degree in Finance and Business Economics from Ohio University before relocating to Charleston in 2013. He has a deep interest in complex systems, including financial markets, macroeconomics, behavioral finance, health and fitness, artificial intelligence, technology innovation, and nature. Outside of work, John enjoys practicing Brazilian Jiu Jitsu, golfing, and playing chess. He is also an avid fan of the Detroit Lions, professional golf, mixed martial arts, and data-driven performance optimization.