My son, Michael Johnson, and I started Alchemi Wealth, LLC in 2018. We wanted to create a place where people could get personalized financial advice and really great service. We're proud to be an SEC-registered, fee-based Registered Investment Advisor. I'm the CEO and co-founder, and it's been amazing to see our firm grow. Right now, we manage over $250 million in client assets and help more than 1,000 clients with an awesome team of nine professionals.
With over 40 years of experience in the financial services industry, my passion lies in mentoring financial advisors and fostering their growth while delivering world-class financial solutions to our clients. My career journey includes leadership roles at esteemed institutions. At Wells Fargo Advisors, I served as a Regional Manager for nine years, overseeing a team of 100 employees. Before that, I played a pivotal role at Advest, Inc., where I founded and managed the Retail and Institutional Sales & Trading Department and served on the board of directors prior to its acquisition by Merrill Lynch. My career began in banking, with 15 years spent at Colonial Bank in various leadership roles.
I hold an MBA in Finance from the University of Hartford and a Bachelor’s degree in Finance from the University of Connecticut. Residing in Old Saybrook, CT, with my wife of 38 years, Donna, we have two children, Michael and Taylor, and a granddaughter, Harper. Outside of work, I enjoy golf, boating, and spending time with family and friends. My commitment remains to expand Alchemi Wealth’s presence and strengthen its impact in the communities we serve.