How I Can Help You
As Managing Director at Pence Financial Group, John brings over 25 years of experience and leadership to the firm’s mission of delivering exceptional financial guidance. He specializes in building long-term relationships with clients, developing tailored investment strategies, and leading initiatives that drive growth across both retail and institutional channels. John’s role goes beyond advising—he helps shape the firm’s strategic direction, mentors team members, and fosters partnerships that expand the firm’s reach and impact. Whether he’s guiding a family through retirement planning or collaborating with institutional investors, John is committed to helping clients achieve clarity, confidence, and long-term success.

What Makes Me Knowledgeable
John’s career is built on a foundation of deep expertise in investment product sales, strategic relationship management, and business development. He has a proven track record of raising assets, creating strategic partnerships, and navigating complex financial landscapes with precision and insight. His academic background includes a B.A. in Economics from the University of California, Berkeley, and an MBA from the University of Southern California—two institutions that shaped his analytical thinking and strategic approach to finance.

Throughout his career, John has worked across diverse market environments, adapting to change and consistently delivering results. His ability to connect macroeconomic trends with personalized investment strategies makes him a trusted advisor and a respected leader in the industry.

Getting to Know Me
John is known not only for his professional accomplishments but also for his approachable nature and genuine passion for helping others. He thrives on building meaningful relationships and takes pride in being a steady, reliable presence for both clients and colleagues. Outside of the office, John enjoys spending time with his family, staying active, and exploring new ideas in economics, leadership, and personal development.

Whether he’s mentoring emerging advisors, attending industry events, or diving into market research, John brings energy, experience, and a people-first mindset to everything he does. His blend of strategic vision, financial expertise, and personal integrity makes him a driving force at Pence Financial Group and a trusted partner to those he serves.