John graduated from Ole Miss with a Masters in Accounting and upon graduation he worked for one of the largest accounting firms in the world obtaining his CPA and working in the financial services industry of their practice. John’s background as a CPA* allows him to understand the importance of a strong financial plan and the depth of planning necessary to obtain financial goals. With taxes always a concern of physicians and dentists, John provides a unique perspective to ensure taxes are considered in every recommendation we make.
John and his wife Meredith live in Jackson, MS where Meredith is in her fourth year of medical school. John understands the long and arduous road that Physicians take to become practitioners and has a personal interest in helping them achieve their financial goals. John is from Memphis, TN and Meredith is from Jackson, MS. They met on their first weekend in college at Ole Miss and try to make it back to Oxford as much as they can. When they are not studying or working, John and Meredith enjoy spending time outside and spending time with family and friends.
*Licensed but not practicing.