True North Financial & Investment Planning
John founded True North Financial & Investment Planning in 2014 after 21 years of investment experience, primarily with McDonald & Co. in Cleveland. He specializes in retirement planning.
John currently serves as the President of the St. Bernadette Parish Endowment Board. He served on the Catholic Diocese of Cleveland’s Education Endowment Trust Advisory Board, the Greater Cleveland Growth Association’s Access to Capital Committee and Cleveland State University’s College of Arts and Sciences Visiting Committee.
Growing up on the lake in Bay Village, John is passionate about Lake Erie. He raced sailboats for Bowling Green State University and at Vermilion Boat Club where he served as a Club Trustee and Sail Fleet Captain. He currently races out of Edgewater Yacht Club in Cleveland during the week, power-boating with his wife Annette and 3 sons out of Bay Point Marina in Marblehead on weekends.