John C. Kosik, CFP®
Senior Wealth Advisor | Partner
John Kosik, CFP®, is a senior wealth advisor and partner at Capstone Financial Advisors. As a financial advisor, John works closely with clients to help them make informed and sound personal, financial decisions to achieve a better life.
“One of my biggest responsibilities to my clients is to bring clarity and organization into their many financial arrangements. When I can act as a coach, advocate, technical expert, and sounding board for the myriad of opportunities and challenges my clients will face in life, I know I am serving them well.
I am constantly working to bring a voice of reason, based on experience, training, and insight to offer clients steady and trusted guidance whenever and however they need it,” John shares. ”
Invested in your future
As your financial advisor, John sees himself as more than offering guidance. He is an advocate, working alongside you to help achieve your financial goals.
“I am constantly looking out for my clients’ financial needs and thinking about how we can help them reach their goals – even when they are not thinking about those goals themselves. It’s only when I get to know my clients on a personal level that I can build these relationships and work proactively on their behalf. That is the best, most rewarding part of my job,” he says. ”
Building community
John is married and has two children. Though he lives in a “house divided” with one Purdue University graduate and one Indiana University graduate, you’ll find him staying out of the fray. When he’s not in the office (or refereeing disagreements between the Boilermakers and Hoosiers), he enjoys spending time with his family, maintaining close relationships with friends, traveling and boating.
John proudly serves as the Chair of Hawthorn Woods Zoning Board of Appeals. He has served on the Chicago Area Council, Boy Scouts of America Board of Directors, as the Chairman of the Investment Committee and Member of the Finance Committee. He has also served as a board member for the American Bankers Association Wealth Management Conference.
John is a CERTIFIED FINANCIAL PLANNER™ certificant. He earned his Bachelor of Science in Accounting from Illinois State University.
Prior to joining Capstone, John served as Group Senior Vice President for Cole Taylor Bank Wealth Management and as a Certified Public Accountant with PricewaterhouseCoopers.