John’s holistic approach to wealth management has been honed through nearly thirty years of working with affluent families in the financial services industry. His unique focus to deliver client-centered solutions was born from first-hand experience in both large regional brokerage houses, boutique firms and as Co-founder/Owner of Q4 Wealth Management Inc.
John is a Certified Private Wealth Advisor (CPWA®), an advanced credential created specifically for wealth managers who work with high-net-worth individuals and families with complex challenges. This allows him to also coordinate proactively the financial, investment, tax, insurance, and estate aspects of a client’s wealth management plan.
John enjoys all things outdoors — skiing, tennis, golf, and hiking. John graduated from Emory University with a B.A. in History. He is active with the Camping & Education Foundation (Camp Kooch-i-Ching, and Ogichi Daa Kwe), camps where he and his daughter are alums.
Kris brings over thirty-five years of marketing and client service experience to her clients at One Capital Management. Prior to joining the OCM team, Kris served as Financial Advisor, Director of Client Services and Marketing, and Co-founder/Owner of Q4 Wealth Management Inc., where she wore many hats. The most important and her favorite was creating meaningful experiences through personal connection with clients.
Kris earned her Bachelor of Science degree in Marketing at Miami University, Oxford, Ohio. She is involved with the Women’s Foundation of Colorado, a non-profit founded to advance and accelerate economic opportunities for Colorado women and their families, and Women Give, a part of the United Way that provides financial support to single mothers to further their education. In her free time, Kris can be found playing tennis, skiing, hiking, gardening, and walking their four-legged friends.