John Slonaker

John Slonaker

Client Relationship Manager

Hi, I’m John Slonaker. In my role, I am dedicated to delivering unparalleled customer service, addressing the day-to-day requirements of our clients. I am committed to executing tasks precisely and ensuring that our client's needs are met and aligned with their goals, allowing them to rest easy at night.

With a decade of professional experience in the financial sector, the majority of which was with a prominent wirehouse, I've gained valuable insights that led me to appreciate the benefits that a smaller firm can offer its clients.

What excites me about my work is the dynamic nature of each day. While routines may exist, every client's unique challenges and diverse needs ensure that no two days are the same. I enjoy helping individuals navigate their journey towards achieving their goals and dreams. Every client presents a new set of circumstances, and I approach each challenge with a personalized touch. My ultimate goal is to give each client I serve the confidence to rest easily at night.

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