HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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John RotzLead Trainer


John Rotz is the lead trainer at HK Financial Services (HKFS). As a DiSC® and John C. Maxwell certified coach, speaker and trainer, John has a wide range of experience in leadership training and coaching leaders to reach their full potential. In addition, he has developed the HKFS training curriculum for technology and soft skills classes, facilitated training both live and online.

John is responsible for the development and implementation of live and online training for our CPA affiliates and financial planning consultants. John has over 20 years of training experience within various industries.


Executive Director, The John Maxwell Team
Presidents’ Advisory Council, The John Maxwell Team
Certified Coach, Speaker & Trainer, The John Maxwell Team
DiSC® Certification, The John Maxwell Team
DiSC® Certification, TTI Success Insights
12 Driving Forces Curriculum Instructors Certificate, TTI Success Insights


B.S. in psychology, University of Dubuque, in Dubuque, Iowa

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