John strives for an in-depth understanding of what clients want to accomplish in the short and long term. After determining a client's risk tolerance through a series of questions and scenarios, he creates a best-suited strategy for them. "It is important to make sure my clients feel comfortable and knowledgeable when discussing their financial goals and how to reach them.

He holds a bachelor of business administration in finance from the University of Oklahoma.

In his spare time, he enjoys golf, running, vacations with his wife and two daughters, attending his children's school activities, and sports events.

He feels it's important for his clients to know it's all about them and their comfort level.

"Financial topics can sometimes feel complex and confusing to clients. I want my clients to feel at ease. I want them to understand that investing in their goals is about them. It's not about the advisor. The client is the focus."