Hi. I'm John. I've spent the past 15 years in the real estate field in a variety of different roles. First, as:
Residential real estate appraiser, then
commercial appraiser,
real estate investor, and now
commercial real estate lender at a large regional bank!
I've also served on my town's Zoning Board of Appeals,...
I am a Private Clients Partner at Moss Adams, LLP. I work with technology founders and executives to help them tax efficiently convert their stock options to diversified wealth (including real estate). I also do personal financial planning and estate planning for my clients. My professional credentials include a CPA license and CFP...
I'm a retired electrician in east central pennsylvania. Married. Do lots of traveling. Like to spend winters in Florida.
Still working at a W-2 I enjoy and investing so that I won't need the W-2 when I don't want it.