John has been an advisor since 1998. He has helped clients navigate through two of the worst financial crises in US history: The tech wreck of '01-'03 and the Great Recession of '08. He is responsible for guiding the financial future for individuals in all stages of life, whether they be college graduates or well into retirement. He has the ability to address a variety of financial objectives including retirement planning, succession planning, saving for a child’s future, paying down your mortgage, life insurance calculation, and strategic financial goal analysis. He lives by the phrase, “People don’t care how much you know until they know how much you care.”
John is graduate of the University of Kansas, and continues to be a dedicated Jayhawks fan, along with supporting all the local Kansas City teams, Chiefs, Royals, and Sporting KC. He resides in Kansas City Missouri.
John is licensed and registered to work with clients in over 27 states. He continues to expand his reach in this increasingly mobile environment which enables him to advise both client's and their adult children that may be in other parts of the country. To that end, he travels throughout the country to get to know clients better and establish deep personal relationships.
Ted Perez began his career in the financial industry after graduating from Park University in 2005. He brings over 15 years of financial experience to Harrison Capital Management.
He spends time volunteering with Victory Wrestling Club and cheering on the local Kansas City sports teams. He resides in the Northland of Kansas City, Missouri.
Sarah has been helping our business in many facets over the years, and we are excited to announce that she has officially taken on the role of Event Coordinator at Harrison Capital Management! We look forward to many more client events hosted by this talented new member of our team.