Professional Approach and Experience
As a financial advisor with Equitable Advisors since 1992, John has been dedicated to helping families accumulate, protect, and distribute personal financial wealth. John takes a holistic approach to financial planning which includes a 5-step process of discovery, account profiling, implementation, and monitoring. John’s proficiency lies in helping high-net-worth individuals and business owners optimize their tax strategies through financial planning. His commitment to excellence has earned him the following distinguished awards:
- Hall of Fame
- Order of Excalibur
- Veteran Service Award
- AR Insurance LIC. #1636203
Academic Achievements
- Bachelor of Business Administration for Northeastern University
- FINRA Series 7, 65, 63, 24 and 53
- Life and Annuity Licensed
Life Outside of Business
John, based in Edmond, Oklahoma, finds joy in family time and community involvement. Alongside his wife Susie, they enjoy traveling, charity fundraising events and golfing.