John Lefler Investment Advisor Representative Assistant

Location: Montgomery
(281) 357-0874 ext. 103

As an essential part of our team dynamic, John provides support to the financial advisors in our office as well as to our clients by handling administrative duties, client communication, and ensuring compliance with regulatory requirements. John also assists in creating social media content, marketing materials and organizing client events.

John and his wife live in Montgomery, Texas along with their five boys. He enjoys refurbishing classic cars and has a love for dogs.