John co-founded JULY in 1994. As CEO, he is responsible for setting the firm’s vision and providing top-level leadership of the organization. This includes developing and implementing JULY’s strategic plan, overseeing the company’s financial plan, developing key advisor and institutional relationships, and creating high-level staffing plans to serve clients and achieve goals. Prior to joining JULY, John practiced as a CPA with several national accounting firms, including Ernst & Young in Dallas. He is also involved in software development, product development, process improvement, team building, and providing strategic management support to JULY’s overseas outsourcing company. John’s passion for his work helps support JULY’s overall vision of Building Retirement Security and fosters a company culture of innovation, quality and caring. John graduated from Baylor University with a Master of Taxation. He is a member of ASPPA (the American Society of Pension Professionals & Actuaries), served as past President of the ASPPA Benefits Council of Central Texas, and is an Alumni of Leadership Waco. Away from work John enjoys spending time with family, traveling, kayaking, fishing, and watching Baylor sports.