Meet the Team

Meet the St. John Accounting & Tax Team.

Experienced advisors who serve with professionalism, integrity, and diligence. Helping you make better, informed decisions.

David St. John, Principal Advisor
Principal Advisor
David St. John
MBA, EA, MSAcct/Tax, CFP®

David St. John

20+ years of experience

"Living the dream" for David is living in a small town and growing a small business focused on peace, prosperity, and professionalism.

Happily married for over fifty years with two sons and five grandchildren, David feels like he has hit the best jackpot ever: the Family Fortune 500 jackpot.

David has served clients in the financial services industry for over four decades. His greatest professional passion is being a trusted advisor to small business owners and families who seek a holistic, balanced, and financially secure lifestyle. Dedicated to integrity and excellence, David consistently strives to deliver the highest level of service to his clients.

David's secondary professional passion is to create a positive, progressive, and peaceful work environment where team members can develop exceptional professional and interpersonal skills that will have a positive impact on their clients, families, and communities.

Associate Advisors

The team that supports every client relationship.