John specializes in building portfolios in a managed account. He uses Dave Ramsey’s principles in developing personalized financial plans for his clients. A big part of that plan is Long-Term Care Insurance (LTCi). John is licensed to sell LTCi and uses several different carriers to tailor the policy best suited for the client. He works with all of Shaw Financial’s clients in this area.
John received a Bachelor of Business Administration degree from The University of Central Oklahoma in 1993. He has successfully passed the Series 7 and 66 exams and is also licensed to sell health, life, disability, and long-term care products. Registrations are currently held at LPL Financial.
John lives in Norman, Oklahoma with his wife – Sherry. He grew up in Shawnee, Oklahoma, before moving to Oklahoma City in 1987. He enjoys spending time with family, travel, and taking part in all sports – especially golf.