John is a Portfolio Manager for Mackey Advisors’ Wealth Management team.  He is a graduate of Xavier University with a Bachelor of Science degree in Computer Science and a Masters in Business Administration focusing on finance.  John’s professional work experience includes over five years as a Senior Manager for a Big Four firm and extensive experience in the information technology industry.

John, Fran (his wife of almost 18 years) and their two children, Conrad and John, live in Fort Thomas, KY.

 

 


 

Q & A with John

 

 Do you have any pets?

Not yet.  My wife and I have a couple of in-laws for whom we provide pet babysitting services.  So no, we do not have any pets …. Yet …..  Our two boys, Conrad and John, are lobbying hard for a puppy and/or cat.

 

What is your favorite food?

I like a variety of food depending on the circumstances.  Pasta and Korean foods are always at the top of the list.  Then, of course, your typical American favorites of pizza, hamburgers, and hotdogs.

 

Do you have a hidden talent?

No, none that I know.  If you see one, please let me know.

 

What is your dream vacation?

It would have to be an extended family vacation on a tropical island.

 

What has been your biggest personal “epiphany” about money?

One “epiphany” around money was the realization that in order to have money, one must save money.  Another was, in order to have wealth, one must save more than one makes.  In today’s social environment, that is a very difficult course of action.

 

Why do you like working with Mackey Advisors?

First, we help our clients navigate the complex world of finance.  We work with them to develop a plan that is appropriate for their long-term goals using our Wealth Management and Prosperity Planning services.  We make their plan a reality, following up with them on a regular basis to ensure the plan in on track and, if their lives change, we update the plan and make the changes that are necessary to keep them on track.  Second, the people who work here are great!!

 

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