John and co-founders Pamela Pine and Robert Gordon formed Loudoun Insurance Group, LLC (“LIG”), an independent insurance agency in Leesburg Virginia, in 2007 after successful professional experiences over several decades.  He currently serves as CEO of LIG.  John also founded a Registered Investment Advisory firm Capital Fiduciary Advisors (“CFA”) and was merged into Wealthspire Advisors in 2017.   Before forming LIG & CFA, John was a Managing Director at Andersen Tax in McLean Virginia where he was responsible for the Investment Advisory practice and led a team that advised on over $2 billion of client assets – private and institutional. Prior to Andersen Tax, John spent 16 years with Prudential Financial in the D.C. region as a Managing Director.

The Consumer Research Council of America named John as a Top Financial Planner for seven consecutive years and the National Association of Board-Certified Advisory Practices named John as one of Washington’s Premier Wealth Advisors in 2011 and 2012. In 2015, John received the Washington DC’s Top Money Manager Award from SmartCEO Magazine and in 2021 named Forbes Top Advisor List for Virginia

John is an active member of the Financial Planning Association (FPA), Investments & Wealth Institute and the Social Investment Forum, the SRI Research Association. John is also a member of several local organizations including the Board of Directors and Investment Committee Chair of the Community Foundation for Northern Virginia, and Member and Treasurer of 100WS, a Loudoun County Virginia based non-profit. John is also involved with environmental organizations such as the Nature Conservancy and Loudoun County’s agricultural initiatives, and has recently completed the Lead Virginia 2019 program/Serves on the Board of Directors for Lead Virginia.

Previous Experience

•             Managing Director at Anderson Tax

•             Managing Director at Prudential Financial


Education & Credentials

•             BA, Shepherd University, Business Management

•             Executive Certifications, American College


•             Accredited Investment Fiduciary®

•             Chartered Life Underwriter

•             Chartered Financial Consultant

•             Series 65 license




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