Financial Tip:
Every day, make sure to do one little thing that will improve your financial situation.
Fun Facts:
I was the lead in the All School play as a freshman in high school. It went over so well that they didn’t have another All School play until the year after I graduated. Coincidence? I think not!
Favorite Organizations:
- Rotary Club of Johnston
- Walnut Creek YMCA
- Holy Trinity Parish
Wayne Johnson, MBA, CFP®, AEP®, CAP®
Financial Planner
Wayne's Role:
Professional Background:
Wayne Johnson is a skilled professional that serves people where they are by asking the right questions and listening to the answers. Wayne takes a practical approach to achieving the outcomes that his clients seek. He engages all that he meets in a down to earth and warm manner.
Wayne grew up in a multi-generational family business in rural Iowa. His background provided his most valuable experience that now helps him work with families and business owners, particularly those related to agriculture.
Wayne is a graduate of Iowa State University with a bachelor's degree in Industrial Engineering and a Masters in Business Administration. He worked for more than 15 years in Fortune 500 companies in project management, quality engineering and procurement prior to entering the financial services field.
Wayne is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Estate Planner (AEP®), and Chartered Advisor in Philanthropy (CAP®). He has been serving individuals and families in the financial services industry for nearly 20 years.
Personal:
My mission is to recognize and take good care of the gifts I have been given. Therefore, in my time away from the office I enjoy biking, trail running, or other fitness activities to take care of my health. I take care of my relationships with my wife Sandy and our two adult children by enjoying time with Sandy and staying in communication with the busy millennials. Sandy and I have learned that being a grandparent is a really good deal, especially compared with being the parents of teenagers.
In the rest of my time, I like to feed my curiosity about how the world works in areas ranging from politics and economics to spirituality and mechanics…and everything in between. I enjoy being involved with the Johnston Rotary and served as their Club President.
“Give the world the best you have and it may never be enough. Give your best anyway.” - St. Mother Teresa of Calcutta
