John Yetman

John Yetman is an experienced financial services expert who works with business owners to help them align business and personal goals. He is a Certified Exit Planner who helps owners map out the best path to grow and create value in their business and exit on their terms. As a co-founder of The Association for Enterprise Growth (AEG), John has an extensive network of both business owners and professionals that he can access and connect you to as needed.

John’s career has spanned more than three decades working with leading investment firms including Morgan Stanley Smith Barney, UBS and Shearson Lehman Brothers.

A recognized expert and authority, John is a sought out speaker for educational seminars and a trusted advisor who provides Wealth Management, Insurance, Retirement Plans, Corporate Cash and Key Employee Retention Services.  John has worked with Executives from major corporations and organizations, such as The International Monetary Fund (IMF), The World Bank, The Organization of American States (OAS), Chevron, The Discovery Channel, The Bureau of National Affairs (BNA), General Electric/NBC, Charles E. Smith Companies, The Society of Human Resource Managers (SHRM) and many others. He has also hosted Mid-Day Money Talk on WRC Radio and Executive Leaders Radio.

John received a Certified Investment Management Analyst ® (CIMA ®) certification from the Wharton School of Business at the University of Pennsylvania. He graduated from the University of Maryland with a degree in accounting.

For the last 20 years, John has been a Co-Chairman of The House – A Place for Youth Golf Tournament that supports High School Students in Anacostia, DC. John resides in Bethesda, Maryland with his wife Dina and his sons Jack and Jamie.

Areas of Expertise: Wealth Management, Corporate Cash Management, Exit Planning, Insurance, Stock Options, Executive Benefits and Key Employee retention, Tax and Estate Planning, Retirement Plans and Hedging Strategies.