Expert Guidance for Achieving Your Goals
John Lammers has dedicated over 30 years to the financial services industry, amassing a wealth of knowledge and expertise across a variety of roles. For the past nine of those years, John has demonstrated an unwavering commitment to helping financial advisors navigate the complexities of the financial services industry, consistently delivering strategic insights and innovative solutions.
John’s journey in the financial sector began as a financial advisor, where he developed a deep understanding of client needs and market dynamics. Over the years, he progressed through a series of increasingly senior positions, including roles in management, training, and development, which honed his skills in leadership, strategic planning, and operational efficiency.
In his most recent role as a Partner at MRK Financial Solutions, A financial planning firm with assets in excess of $750 million, John played a pivotal part in guiding numerous advisors through significant transitions, including succession planning, strategic partnerships, mergers, and acquisitions. His hands-on experience and strategic acumen have made him a trusted advisor and mentor to many in the industry.
Now, John is channeling his passion and expertise into his own consulting business, specializing in transition consulting, succession planning, and M&A assistance for financial advisors. His new venture aims to provide tailored, strategic support to financial advisors looking to navigate the challenges and opportunities of their profession. He is known for his empathetic approach, sense of humor, and dedication to his clients’ success. When he’s not working, John enjoys spending time on the boat with his wife Debbie, their family, and friends.