John Searer

Stock market investing has been intriguing to me since a 6th-grade school assignment.  How could a stock go up (or down!) more in one day than my regulated passbook savings account could earn in a year? My first stock purchase was made with paper route money.

In more than fifty years of personal investing, professional training, and experience guiding clients, I have learned ways to reduce the fear and mystery that often accompany investing. The volatility that can make clients fearful can also be used to increase the likelihood of achieving your goals.

Meeting people and getting to know their financial and personal goals for their lifetime, for family, and charitable interests is a great privilege. Working to help pursue those goals (tax efficiently) is very satisfying.

After earning my BA from Wheaton College (IL), I worked almost forty years at JPMorgan Chase Bank and predecessors. I now have the double privilege of owning my own business AND working full-time with my older son, Ben. It’s hard to adequately express how much we enjoy working together and how effectively we team together to serve clients better than what I can do individually.

My wife, Sarah, and I live in North Carolina where we very regularly see our three grown children and seven grandchildren. Hobbies and passions include bush-hogging, hiking, canoeing, and charitable giving.