Our Team

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.  Their three adult children bring them much joy - with two grandchildren so far. John regularly serves at his church as a leader, enjoys road cycling, and traveling.

Meredith Woodbridge is a CFP® professional 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. 

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 are actively involved in their church. 

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. 

Katy McFadden brings experience in education, operations, and client support to her role on the client operations team at Values First. She began her career as a teacher and program director, then moved into the start-up world as director of operations, where she focused on streamlining processes and supporting growth. Today, Katy combines her organizational skills and passion for service to create a positive experience for clients.

Outside of work, Katy enjoys traveling, baking, and hosting friends and family. She and her husband love spending time around the firepit with their three dogs, and being active in their church community.