Cfp® John Sinclair

John Sinclair, CFP®, began their work experience in 2007 as the National Service Manager at Lochinvar, LLC. John held this role from August 2007 to December 2019. In 2020, they joined TrustCore as a Financial Planner, where they worked until June 2023. Currently, John is working at CAPTRUST as a Senior Associate, Relationship Manager, starting in January 2023.

John Sinclair, CFP®, obtained their Bachelor's degree in Interdisciplinary Studies of Business from Western Kentucky University, where they studied from 2002 to 2007. John furthered their education by obtaining a Certificate in Financial Planning from Belmont University in February 2021. Most recently, in January 2022, they achieved the prestigious designation of CERTIFIED FINANCIAL PLANNER™ Professional through the CFP Board.