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John McMillen, CFA, CFP®, has a comprehensive work experience in the financial industry. John currently serves as the Director of Portfolio Integration at Savant Wealth Management, joining in 2023. Prior to their current role, John was the Chief Investment Officer at Capital Directions, LLC from 2018 to 2023. John also worked as a Portfolio Manager at Capital Directions from 2005 to 2017. In addition, John gained valuable experience as an Investment Consultant at Charles Schwab from 2000 to 2004.

John McMillen, CFA, CFP® began their higher education journey at Frostburg State University in 1991, where they pursued a Bachelor of Science degree in Economics. John successfully completed their undergraduate studies in 1995.

In 1998, John enrolled at the University of New Orleans to pursue a Master of Business Administration (MBA) degree with a concentration in Finance. John successfully completed their MBA in 1999.

Overall, John McMillen, CFA, CFP® has a strong educational background, with a Bachelor's degree in Economics from Frostburg State University and a Master's degree in Business Administration with a concentration in Finance from the University of New Orleans.