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John provides strategic planning services to the owners of privately-held businesses, helping them to create, sustain and successfully transfer their wealth. As a business owner himself, John understands and appreciates the opportunities and challenges his clients face, and helps them gain clarity around their total wealth, both business and personal.
- Joined the industry in 1982, established his private practice in 1986
- Certified Financial PlannerTM (CFP®)
- Designed and implemented hundreds of effective, cost-efficient benefits solutions
- Bachelor of Arts Degree in Economics, Lake Forest College
- Member, The Legacy Companies Wealth Coach Network
- Active Member and former Treasurer, Cary Area Crime Stoppers
- Village of Cary Appointee to the Police Pension Fund Board
Owner, The Inverness Group
John and his wife, Dana, live in Cary, Illinois. The McCloud’s have three sons, a daughter and two young grandchildren. John is an avid football fan and a Civil War enthusiast. |