Wealth Management

John E. Roessler, CPA, CFP®

Industry Start

1997

Education

University of Michigan, BA

John has more than 20 years of experience providing comprehensive wealth management to high net worth individuals and their families. Prior to joining Kovitz, he was a Senior Wealth Manager at Budros, Ruhlin, and Roe. John earned a Bachelor of Arts in History from the University of Michigan and began his career in public accounting. He is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER® professional.