John is a partner and financial planner at BCO Wealth Management LLC. With a CPA background, John brings a unique and invaluable combination of expertise to the financial planning and advisory services. With the comprehensive understanding of financial intricacies, he can devise strategic financial plans tailored to each client’s specific needs and goals.
He obtained his bachelor’s degree of accounting and is Certified Public Accountant licensed in the state of New Mexico. His experience in public accounting began in 1989. He has been in the financial planning business since 1998, when he became a partner of the firm with Lyle Cole & Von Burba. John and Lyle continued the partnership in 2001 when the founding partner, Von Burba, retired. John is the general principal of the firm.
John currently holds the following licenses and certifications:
- Certified Public Accountant (CPA) (CPA services are not offered through, nor supervised by, Lincoln Investment or Capital Analysts.)
- FINRA Series 7
- FINRA Series 6, 63 & 65
- FINRA Series 24
Outside of work, one of John’s greatest joys is spending quality time with his wife, Stephanie, and their 4 children and grandchildren. He is active in his church. He also enjoys hobbies such as golf, pickle ball boating and fishing in his spare time.