John C. Endriss, CFP®, CEP®, CLU®, ChFC®
Director of Advanced Case Design

John Endriss is the Director of Advanced Case Design at Crescent Wealth Management. John’s role is to consult and advise on strategies for wealth accumulation, wealth conservation and wealth transfer tailored to the affluent. John is charged with creative design solutions and presentations for high-net-worth clientele and their advisors. His role includes concept, modeling, education, and product selection of planning strategies focusing on the economics of life and annuity products to alternatives.