John Nowicki
Co-founder, President and CCO
John Nowicki serves as co-founder, President and CCO with over 38 years of industry experience. He spends his days helping executives, physicians, and business owners prepare for a retirement that is comfortable by reducing costs, taxes and balancing risk.
John is passionate about providing transparent financial services. He is committed to empowering his clients with financial knowledge and understanding so they can make the right decisions for their life and family.
John has a bachelor's degree in financial management from Indiana University Bloomington. When he's not working, John enjoys spending time with Maria, his wife of 36 years, and their four adult children. John loves to take family vacations which always include his favorite hobbies of golfing and fishing. John has taught 5th grade religious education at his local parochial school. He has been an usher at Sunday mass for over 30 years and has held several positions within the parish, including being a founding member of the Parish Finance Council.