Broker Check
John Storm

John Storm

Wealth Management

Schedule with John

John Storm started in the financial services industry in 2007. In pursuing a business degree in college, he wanted to run his own company. His friend had been discussing the insurance industry for a few years and so he decided he was going to pursue health insurance. He got a job with one of the big healthcare companies. After getting his licenses, he really found helping people organize their financial affairs and plan for their future personally rewarding. John decided to join the financial services industry afterwards.

John enjoys designing portfolios and strategies around each client’s unique situation and investment philosophies. He was trained on all aspects of life insurances and their unique place in defensive planning. He also received extensive training in retirement planning, IRA’s, variable and fixed annuities. He is grateful for his client’s trust and confidence in helping them pursue their short-term and long-term goals.

He spent just ten years in the automotive business. John understands the long hours and the cash flow issues that sometimes arise. One of the areas he specializes in is recognizing the need for investment options that will give you both growth as well as liquidity based on your unique needs. 

One of John’s many talents is tennis. He played a couple years of college tennis and was good enough to be #1 Singles and Doubles in his last year. He has assisted in teaching up to the tournament levels and even tried to break into some of the smaller tour level tournaments in the Pacific Northwest. In talking with players and teaching professionals, he can relate to the challenges that they face in finding the right mix of investments and retirement planning needs.

John is also an avid golfer. He loves to take wife (Allison) of over 27 years golfing. They have a daughter name Kayla, who is attending the University of Eastern Oregon and plays soccer there. His son, Mason, an 8th grader, also enjoy playing golf with his dad and participating in sports. We love getting out on the golf course or traveling whenever we get the chance. I’m looking forward to working with you and hitting some balls on the tennis or golf course.