John graduated from the University of Minnesota, and is currently an Accredited Investment Fiduciary, Investment Advisor Representative in his own RIA firm TAG Wealth Advisors, Certified College Advisor and licensed insurance advisor. Prior to starting Transition Advisory Group LLC (TAG Wealth Advisors), John held executive management positions with Tonka Corporation and Newell Rubbermaid, a Fortune 100 Company. As a Vice President for Newell Rubbermaid, he had responsibilities for sales, marketing, and customer service. There John initiated several significant national marketing campaigns, and a customer service program called “Incredible Service”. This level of customer service has become an important part of the foundation at TAG Wealth Advisors. John originally formed TAG Insurance Advisors LLC to help individuals, companies, trusts and foundations plan, build, protect, distribute and transfer assets in the most tax-efficient manner. TAG Wealth Advisors has evolved to focus on consulting active and inactive business owners and executives on ownership, income, and legacy financial planning opportunities. John also works with families on their total planning needs; including college-bound high school families and select high net worth individuals as they prepare for and enter their independent years. In addition to the designations noted earlier, he holds Series 7 and 66 securities registrations. John lives in North Oaks with his wife Sherry. Together, they have three children; Kari, David and Sara, and nine grandchildren; Emma, Sophie, Maggie, Cecelia, Matthew, Cole, Nora, Leo and Kate.