John joined Adviser upon the acquisition of LeJeune Puetz Investment Counsel in 2023, a firm he founded with Dennis LeJeune in 1997. As a wealth advisor, he works primarily with high-net-worth clients helping them achieve their financial goals.
John graduated from the University of Notre Dame with a B.S. in business administration, concentrating in accounting, and then furthered his education at Northwestern University, where he received his master’s in management with a concentration in finance from the J.L. Kellogg Graduate School of Management.
John is very active in the Catholic community, serving on many boards and committees in the area. He lives in Traverse City, Michigan with his wife, son and daughter, and he enjoys Notre Dame football, golfing and other outdoor activities in Northern Michigan.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.