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John Tarson

John Tarson

Position: Financial Analyst

John’s diverse career background brings a unique perspective to the financial planning industry. He uses his prior leadership and service driven mindset to deliver exceptional insights and solutions for planning clients in a personable, concise and friendly manner.

John holds a Bachelor’s degree from Ithaca College and a Master’s degree from Northwestern University, both in Sports Management and Administration. While playing soccer in college, his educational journey equipped him with a solid foundation in leadership, strategic planning, and effective management. Additionally, he maintains Series 63, Life and Health insurance licenses while always looking to find new ways to improve his skill set.

Outside of work, John finds joy in spending quality time with his wife and two daughters, going on adventures with them whenever they can.  He is usually looking forward to his next game of soccer, run or round of golf.

John is all about working with people who want to improve and build a depth of knowledge to have financial stability for themselves and family.  Having experienced personally how a financial plan can impact lives, he aims to give clients honesty, clarity and confidence when helping them choose their financial strategy.