John W. Simpson

John, part of Poljak Group’s team of experienced Wealth & Portfolio Specialists, personally challenges himself to create the best possible onboarding experience for clients. He works proactively and expeditiously to assess and attend to client needs while seamlessly easing them through the onboarding process. He works closely with Denis and Davor to provide strategic wealth planning recommendations using our proprietary Goal Planning & Monitoring (GPM) methodology for risk assessment and management — and tailoring solutions to clients’ financial goals.

• Works closely with new clients to help ensure a smooth and timely transition of assets
• Collaborates with the group to help resolve all questions and concerns with expediency
• Focuses on providing top-level client service, ensuring that every client is our highest priority
• Bachelor’s degree in business administration, Louisiana State University-Shreveport