Senior Business Advisor, Retirement Specialist
As a senior business advisor, retirement specialist, John works with both 401(k) and Employee Stock Ownership Plans. With over 25 years of experience in the industry, he understands the complexities of retirement plans as well as the impact on the plan sponsor, fiduciaries, and participants. John is focused on working with clients to solve the unique challenges that stem from complex plan issues.
John began his retirement plan career in 1990 and has held various roles in the industry. His past experience spans most every facet of the retirement industry, including employee benefits, plan administration, employee education, compliance, plan documents, and audit. John joined Alerus in 2009 when the company acquired the retirement plan practice of Eide Bailly LLP.
John graduated from Minnesota State University – Mankato with a Bachelor of Science degree in accounting. He is currently a member of ASPPA, AICPA, and MNCPA, and regularly attends NCEO and ESOP Association conferences
In his free time, John enjoys traveling, fishing, handball, and family activities. Born and raised in Mankato, MN, John continues to call it home along with his wife, Kristy, and their two sons, Tyler and Nathan.