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.