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John Lavery CPWA®

Managing Partner

Professional Profile John has been an advisor with the firm since October of 1994. As a Certified Private Wealth Advisor®, John enjoys working with clients to design effective solutions for the complex needs of high net worth individuals. He also takes a lead role in new and existing product research that the firm uses with its client base. John is a licensed registered representative and investment advisor representative.

Education 1993 graduate of Millikin University BS in Accounting

Outside of work John is very involved in the community, currently serving on the IL State Chamber of Commerce Board and serving on the core team of a men’s group at his Church. Past leadership involvement includes the following organizations: Quincy Notre Dame Foundation, Quincy Area Chamber of Commerce, YP Quincy and Salvation Army. He lives with his wife, Carrie, and their three children. John enjoys following his children’s activities and golf.