John serves as an Associate of the firm and works closely with the firm’s principals in day to day matters involving client transactions. He prepares due diligence, financial models, marketing materials, and conducts firm and market specific research.
Prior to joining the firm, John worked as a tax consultant with Leon W. Blazey Jr., CPA, serving high net worth individuals and organizations. John’s educational background specialized in both Accounting and Finance. He received a Bachelor of Science in Accounting and a Bachelor of Science in Management with a concentration in Finance from Case Western Reserve University, graduating magna cum laude. John received his Master of Accountancy from the Weatherhead School of Management at Case Western Reserve University.