John Nowicki
Co-founder, President and CCO
John Nowicki serves as co-founder, President, and Chief Compliance Officer, bringing over 39 years of industry experience. He spends his days helping executives, physicians, and business owners prepare for a comfortable retirement by reducing costs and taxes while balancing risk.
Passionate about transparent financial services, John is committed to empowering clients with the financial knowledge and understanding they need to make the right decisions for their life and family.
John holds a bachelor's degree in financial management from Indiana University Bloomington. Outside of work, he enjoys spending time with Maria, his wife of 36 years, and their four adult children. Family vacations are a favorite, always built around his love of golfing and fishing. John is also active in his faith community: he has taught 5th grade religious education at his local parochial school, served as an usher at Sunday mass for over 30 years, and held several positions within the parish, including founding member of the Parish Finance Council.