John Traut - Wealth Advisor and Firefighter
John is a dedicated wealth advisor who is passionate about helping individuals, families, and businesses achieve meaningful progress toward their financial goals. With years of experience in wealth management, John focuses on providing personalized strategies tailored to each clients unique needs. Whether it's planning for retirement, managing investments, or optimizing business finances, John works closely with clients to guide them toward long-term financial freedom or independence.
In addition to managing wealth, John serves as a trustee on the board of a non-profit organization, where he brings his expertise in finance and community service to support the organizations mission. This role allows him to combine his professional skills with a deep commitment to giving back, ensuring the non-profit continues to positively impact the community.
As a passionate firefighter, John dedicates his time and energy to protecting and serving his local community. His role in the fire service reflects his commitment to public safety, teamwork, and courage, qualities that extend to his work as a wealth advisor. Whether on the fireground or in the office, John strives to make a difference by supporting others and responding to their needs.
When not working, John enjoys spending time outdoors, particularly running and freshwater fishing. These activities offer him a balanced approach to life, allowing him to relax, recharge, and connect with nature. Running fosters discipline and personal achievement, while fishing provides moments of peace and reflection. Both activities help John maintain a healthy work-life balance, ensuring he has the energy and clarity needed to continue providing personalized service to clients and the community.
Above all, John is driven by a passion for helping people. Whether its guiding a family through the complexities of financial planning or working on a life-saving mission as a firefighter, John strives to positively impact every aspect of his life. By blending expertise in wealth management with a deep commitment to service, he continues to make a meaningful difference in the lives of those he serves.
MBA - MBA
SUNY New Paltz
05/2012 -12/2016
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