EDUCATION

Master of Science, Agricultural Economics, North Carolina State University

Bachelor of Science, Forest Management, Auburn University

Stewardly Advisors, Co-Founder

Senior Wealth Advisor

As a founding member of Stewardly Advisors, John continues to help guide the vision and expansion of the Stewardly team and the ethos that guides our work.  In addition to being a 25-plus year veteran of the financial services industry, his past professional experience includes property and casualty, life and long-term care insurance, real estate appraisal, and commercial and retail banking as well as forest management.

John joined the EverSource Wealth Advisors RIA in April 2019 after forming the Stewardly Advisors brand as a Camelot Advisors, LLC, IAR.  He formalized the current partnership with co-founding member Caleb Bagwell in 2022.  His other wealth management experience includes time with Sterne Agee & Leach, AIG Retirement Advisors, Inc. and Next Financial Group, Inc.

His wife Dana has been an integral support partnership for 30 plus years in raising two boys to adulthood and independence.  Dana also works for the firm in various roles supporting the mission of excellence in all we do.  In his spare time, he enjoys the relaxing pursuit of woodworking and spending time with family in outdoor pursuits. 

Highest Conviction: From an eternal perspective, personal financial success is not measured by the accumulation of wealth but by faithfulness to steward what God provides.