John specializes in building portfolios in a managed account. He uses Dave Ramsey’s principles in developing personalized financial plans for his clients. John is also a Dave Ramsey Endorsed Local Provider for Long-Term Care Insurance. Being an ELP is hard work because ELP’s are held to a high standard of excellence and as an ELP we do pay a fee to cover the program maintenance and employee costs.
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.
The Dave Ramsey’s Endorsed Local Provider (ELP) program is not affiliated with nor endorsed by LPL Financial. For more information on this program please visit https://www.daveramsey.com/elp/about/.