David St. John

MBA, MS^Acct/Tax, CFP^®

(918) 212-9590

[email protected]

Professional Resume

David St. John has served in the financial services industry for over forty years. His greatest professional passion is being a trusted advisor to small business owners and families who seek a holistic, balanced, and financially secure lifestyle. Dedicated to integrity and excellence, David consistently strives to deliver the highest level of service to his clients.

David’s secondary professional passion lies in fostering a positive, progressive, and peaceful work environment. He is dedicated to empowering his team members with exceptional professional and interpersonal skills, enabling them to make a meaningful impact not only on their client relationships but also on their personal lives, families, and broader communities.