Passion for Financial Planning and Family Life 00:10:00
John Layug, MBA, CFP®, AEP®, Partner, Financial Planner. A Registered Representative and financial planning specialist, John has been in the industry since 1992 and exclusively with MWA since 2012. He collaborates with the team to assure the planning, implementation and service needs of the high net worth clients he supports are met with accuracy and timeliness. As a Director of Planning and Client Services, John engages in daily briefings with the team so that all are kept fully aware of client objectives, and performs the necessary steps to ensure those objectives are met. He provides a seamless service experience by effectively coordinating communication between his clients, their other advisors and the MWA Planning & Investment Group.