Getting solid advice begins with a conversation... let's talk.
Let’s Talk! Schedule Your Existing Client Meeting
A Personalized Review to Keep Your Financial Plan on Track
Your financial goals evolve, and I’m here to ensure your strategy keeps up. This meeting is an opportunity to review your financial plan, adjust for any changes, and make sure you're still on the right path. Whether we need to discuss risk management, investment strategies, or wealth protection, this call is designed to give you clarity and confidence.
What to Expect:
A review of your current financial plan and any necessary updates
Guidance on adjustments based on recent changes in your life or business
A chance to ask questions and ensure you're making informed decisions
Let’s ensure your plan is working for you. Book your Client Meeting now!
(Existing Clients)
Select a date and time that works best for you. This virtual call is designed to fit your schedule, so choose a convenient slot, and let’s get started on securing your financial future.
You Might Be Wondering (FAQs)...
Everything you need to know before booking your Existing Client meeting.
Why should I schedule an Existing Client Meeting?
This meeting is a great way to ensure your financial plan is still aligned with your goals and any life changes. Staying proactive helps you stay on track.
How often should I schedule these meetings?
I recommend meeting at least once or twice a year, but if you have major life or financial changes, it’s always a good time to check in.
What should I bring to the meeting?
Any updates regarding your financial situation, investment concerns, or major life changes will help us make the most of our time.
Can I reschedule if needed?
Yes! If something comes up, you can use the link in your confirmation email to choose a new time that works for you.
See What Others Are Saying...
Real stories from individuals who I currently work with.
"John keeps my financial strategy aligned with my goals!"
"Each time we meet, I leave feeling confident that I’m on the right track. He always provides clear guidance and practical adjustments."
— Sarah K., Longtime Client
"A trusted advisor for years!"
"I’ve been working with John for years, and he has consistently helped me navigate changes in my finances with ease and clarity."
— James T., Existing Client
"Helps me stay ahead of financial risks!"
"John doesn’t just review my plan—he proactively helps me identify risks and make necessary changes. His advice has been invaluable."
— Michael W., Business Owner
About Me
As the founder and CEO of TGC Wealth Advisors℠ and TGC Agency℠, I’ve revolutionized the way insurance and annuity strategies are used in growing, protecting, and accessing your wealth. My philosophy is simple yet powerful: "We don't sell insurance... We use it, to turn your risk into wealth."
With over two decades of experience generating multi-million dollars in sales at industry giants like Xerox, Kaiser-Permanente, and Humana, I discovered that true success comes from solving client problems; not pushing products. This revelation inspired me to create a unique process of proactively turning risks into wealth for business owners, individuals, and families to secure their financial legacy through strategic insurance & investment solutions.
My leadership extends beyond our firm’s walls. As President of the National African American Insurance Association-Metro DC Chapter and Board Member of the Greater Baltimore Black Chamber of Commerce, I'm actively shaping the future of industry.
Professionally, my network includes memberships in prestigious organizations like the Howard County (MD) Estate Planning Council and the Association of Black Estate Planning Professionals.
My academic credentials include a BS in Marketing from Hampton University. And an MBA from the Johns Hopkins Carey Business School, where I remain deeply involved. As the national president of JHCBS's Black Alumni Network and a member of the Dean's Advisory Council & the Under Represented Group Advisory Board, I'm committed to fostering diversity in graduate business education.
Baltimore, MD is more than my birthplace—it's my home. Here, I share a life with my wife Mavis and our blended family of four children. Plus, our cherished granddaughter, Aneyah. When I'm not leading the company or serving our community, you'll find me on the golf course with some of my fraternity brothers of Kappa Alpha Psi’s Metro Kappa Golf League, immersed in leadership literature, enjoying jazz, exploring new wines, or cheering on the Ravens.
“Wealth is not an accident, but an action!” -Anonymous
If you're ready to take control of your financial future with a clear, strategic approach, let’s talk.
©2025 The Green Companies (TGC) Financial & Insurance Partners, LLC. All rights reserved. TGC Financial & Insurance Partners, LLC is the parent company of TGC Wealth Advisors℠ and TGC Agency℠. TGC Wealth Advisors℠ and TGC Agency℠ are service marks of TGC Financial & Insurance Partners, LLC.
TGC Wealth Advisors℠ is not registered as a broker-dealer or investment advisor and does not provide investment advisory services. The information provided on this website is for general informational purposes only and should not be considered financial, legal, or investment advice. Any discussions during scheduled consultations are intended to provide insights into financial strategies, risk management, and business planning. Individual financial needs and circumstances vary, and we recommend consulting with a licensed professional before making any final financial decisions.
Insurance and financial products are subject to terms, conditions, and underwriting approval. TGC Agency℠ works with multiple carriers and does not guarantee coverage, rates, or specific outcomes.
By using this site and scheduling an appointment, you acknowledge and agree that no client-advisor relationship is formed until a written agreement is executed. Past performance does not guarantee future results.
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