Designations and Licenses

John is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

John works to provide clients with wealth management solutions, including comprehensive financial plans with recommendations on asset allocation, insurance, retirement planning and estate planning. Prior to joining Mariner, he served as a finance and accounting intern at Oklahoma State Bank.

John has a bachelor’s degree in finance and accounting from the University of Oklahoma.

Personal Interests

John volunteers with the Bedlam Blood Drive and United Way.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.