Providing strategic thinking and insights relating to Donor Advised Funds. Helping sponsoring organizations, non-profits and wealth advisors navigate the changing landscape with DAFs.

In his role as President, John leads AEF with strategic planning, development and fiduciary oversight. He will continue to oversee the acceptance of new gifts, legal and service functions of AEF.

The American Endowment Foundation (AEF) is the nation’s leading independent donor-advised fund sponsor. Founded in 1993, AEF works closely with its donors and their wealth, legal, and tax advisors, uniquely allowing the donor's trusted financial advisor to custody/manage the assets in their clients' donor-advised fund on that advisor's preferred custodial platform. • Experience: Founded in 1993, AEF has over $2.75 billion in assets and 7,000 donors in all 50 states• Independence: Advisors can custody & manage investments at all asset levels• Flexibility: AEF accepts and can hold complex assets• Attention: Personalized service www.aefonline.org

The Family Wealth team delivers comprehensive, personalized advice to individuals and families with substantial wealth to address their sophisticated and diverse wealth planning needs. - Provided comprehensive financial planning to private bank clients - Created customize investment management strategies and reports - Provided coordinated banking services including business and personal lending solutions

Family Office Services worked with ultra-high net worth family relationships. The Family Office group managed all aspects of the client's wealth needs from sophisticated investment, tax and business planning to personalize concierge services. - Created complex and customized financial planning solutions - Managed private investments including real estate, manufacturing, energy and technology

- 2007-08 (Investment Services) Managed the financial planning services at FirstMerit Investment Services. Use both financial planning software and customized planning modules to provide financial plans to investment clients.- 2006-07 (Wealth Management) Regional Financial Planner for Canton, Wooster and Columbus OH. Provided financial planning solutions to investment clients and business owners - 2004-06 (Insurance) Insurance Specialist for complex insurance needs including ILITs, Buy-Sell agreements and executive compensation planning.- 2002-04 (Trust) Trust Officer responsible for investment and trust services to individuals, commercial and irrevocable trust clients. Assisted with 401k services as part of trust department offering.

Limited practice to estate planning and probate matters.

Insurance focused financial advisory agency. Worked with the senior market in the areas of Medicare Supplements, Long-Term Care, Annuities and Life Insurance. Series 7 and Life and Health license.

(1994-1995) National Sales Representative, (1993-1994) Ohio Sales Representative,