John is a Partner at Wellspring Associates where he leverages over 28 years of experience in financial services consulting to advise affluent multi-generational families, family offices and their advisors. His specialized Wealth Integration™ practice incorporates tax-efficient wealth transfer, business succession and asset protection strategies, providing clarity for clients and, ultimately, helping them to achieve their personal and business goals. As part of John’s wealth planning philosophy, his clients benefit from his dedication to coordinating with their multiple advisors.
In addition to an unwavering commitment to his clients, John is active in industry and community organizations. He is a member of the Atlanta Estate Planning Council and has served as a board member. He is also an active member of NAIFA. He is a regular participant in the Southeastern Family Office Forum. John spent twenty years as a dedicated youth baseball coach with the Buckhead Baseball organization from 1999-2018. For many years, he volunteered with 30 We Go, distributing blankets, gloves and hats to Atlanta’s homeless when temperatures dip below 30 degrees.
John earned a Bachelor of Business Administration in Finance degree at the University of Georgia (UGA) and is an active member of the University of Georgia Alumni Association. He also earned the Chartered Life Underwriter® designation from the American College of Financial Services. It was during summer breaks from UGA when John first established the foundation for his work ethic by selling books for the Southwestern Publishing Company.
John is a native of Macon, Georgia, and lives in the Buckhead area of Atlanta. He enjoys spending time outside the office attending UGA football games, playing golf, hunting, fishing and working on the family farm in The Rock, Georgia.