John Goff CFP®
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John Goff is Managing Partner. John provides financial planning and general investment advice to clients. He prepares retirement plans and coordinates account set-up, transfer and implementation for new clients. He coordinates recommendations regarding investments, seasonal moves and other active trading.
John has a BS in Business Management from Averett University. He has 16 years of investment and client service experience and has worked for the past seven years at TIAA-CREF, with some time spent in Charlotte, North Carolina and Ann Arbor, Michigan. Most recently as a Senior Wealth Management Advisor at TIAA-CREF, John provided investment advisory services to high net worth individuals in the Ann Arbor area.
Education
1985, AS, Business Management, Central Virginia Community College
1994, BS, Business Management, Averett University
Experience
1983-1989, K-Mart, Richmond, VA
Store Operations Manager
1989-1994, OfficeMax, Roanoke, VA
Store Manager
1994-1996, Equitable Life, Roanoke, VA
Financial Planning, Retirement Planning, Income Strategies, Life and Income Protection Strategies
1996-2003, Member Services, Inc. / Piedmont Aviation Credit Union, Charlotte, NC
Operations Manager, Financial Planning, Retirement Planning, Income Strategies, Life and Income Protection Strategies
2003-2004,TIAA-CREF, Charlotte, NC
Individual Consultant II, provided personalized counseling to plan participants. He helped develop the standards of high quality service in the phone center.
2004-2005, TIAA-CREF, Charlotte, NC
Wealth Management Consultant, provided investment advisory services to plan participants. He was on the first team at TIAA-CREF that initiated new services to the higher net worth clients of the firm.
2006-2006, TIAA-CREF, Ann Arbor, MI
Individual Consultant, provided investment guidance and retirement planning services to participants at various institutions throughout Michigan and Ohio. Additionally, Mr. Goff conducted group presentations on various financial topics and was instrumental in the development of the advice planning tools used by the consultants throughout the country.
2006-2010, TIAA-CREF, Ann Arbor, MI
Senior Wealth Management Advisor, led a team of 4 individuals to provide a full range of wealth management services to 900 high net worth individuals, primarily employees of the University of Michigan and Eastern Michigan University.
Community Involvement
• Chairman, Parish Council, St. Joseph Catholic Church (2008-Present)
• Area Leaders, Worldwide Marriage Encounter (2001-Present)