“My goal is to understand your financial situation almost as well as you do. I strive to provide you with a process that helps you to organize, simplify and systemize your financial life in order to help you to optimize your opportunities and to give you confidence as you pursue your future financial goals.”
John is a Senior Vice President at Baird, having spent more than three decades in the financial industry as a Financial Advisor. He partnered with Dale in 2000 to create the McIntosh-Ditto Wealth Advisory team, which has been with Baird since 2009. He is a Certified Financial Planner (CFP®), a Certified Retirement Planning Counselor (CRPC®), and graduated from the Wealth Planning Essentials Program and the Securities Industry Institute at the Wharton Business School. Additionally he holds the FINRA Series 7, Series 63, Series 65, and Series 31 licenses, and holds insurance licenses in more than 20 states.
John grew up in Lexington, Kentucky, he attended Lexington Catholic High School and graduated from the University of Kentucky with a Bachelor’s degree in Business Administration. Prior to becoming a Financial Advisor, John spent several years as a Marketing Rep for IBM.
John and his loving wife Lori have five children, and they enjoy spending time at their family lake house.