Broker Check

Our Team

John Mitchell, CFP®

(405) 348-3236

John Mitchell, CFP® is an experienced financial advisor serving a select number of individuals and families. His mission is to help his clients identify and align their personal values with their financial decisions and goals.

After completing university studies, John began his professional career with Mutual of Omaha and in 1994 joined LPL Financial as a Financial Advisor. In 2007, after completing a multi-year, rigorous financial planning education program, John earned his Certified Financial Planner® certification awarded by the Certified Financial Planner Board of Standards, Inc.  In January 2020, John rebranded his business as Values First Planning, a dba of Advisor Resource Council out of Dallas.

He lives in Edmond, OK with his wife and three children.  Two are full functioning adults and one is in high school. John regularly serves at his church as a church planter, enjoys road cycling, and is a lifelong student of the martial arts with a 2nd degree black belt in Taekwondo.

Meredith Woodbridge


(405) 348-3236

Meredith Woodbridge is our paraplanner, assisting John with producing financial plans as well as maintaining and monitoring our investment process. She also oversees the new client onboarding process and general account maintenance. 

 Meredith has a background in public relations and marketing and has worked in both the corporate and nonprofit sectors. Her most recent role was communications coordinator for the Alzheimer’s Association Oklahoma Chapter.

 Meredith has a bachelor’s degree in public relations from Oklahoma Christian University. She and her husband live in Edmond, OK with their two children and dog and are actively involved in their church. 

Michelle Oehlert

Operations/Social Media

(405) 348-3236

Michelle is our marketing and operations specialist.  She is our first point of contact and is the go-to person for account openings, maintenance, processing distributions and transfers. She also strategizes and implements marketing, branding and advertising. She will also oversee our social media presence.

Most recently, Michelle was a successful Admissions Specialist at a local university. She earned her undergraduate degree in marketing management from Oklahoma Christian University and is now pursuing her MBA with an emphasis in both marketing and financial management. With a work history that demonstrates her attention to detail and follow through, we’re confident she’ll be a great fit here.

Born and raised in San Antonio, Michelle was a somewhat reluctant transplant from the great state of Texas but is now happy to call the OKC metro area her home. She enjoys live theater, goat yoga, and firmly believes that potatoes are the eighth wonder of the world.

Kelli Mitchell

Client Engagement

(405) 348-3236

Kelli Mitchell works to make sure that every experience you have with our office is a pleasant one.  A few of her main tasks will be creation and distribution of our newsletter, database management and client communication. She is a part time employee.

She and John have been married almost 30 years. Their three children range in age from young adult to high school.  She teaches the 2 & 3 year old Bible class at their church where she and John also mentor the young professionals group. 

With a degree in PR/Advertising, her work history includes marketing and administration at several retirement communities, marketing with a national soft drink brand and civic work through the Chambers of Commerce.