John’s career in the financial services industry dates to 1990 with experience in marketing and overseeing the sale of investment products in the Southwest. John attended Oklahoma State University, participated in the Wharton School SIA Leadership program and earned the Certified Investment Management Analyst (CIMA®) designation from Wharton School of Business. Additionally, John runs the Free Wheel Foundation, a charitable foundation begun in 2007 which raises money for critically injured military and their families.