AdvisorMark is an independent third party sales organization that provides financial advisers and insurance agents product and service solutions that can be utilized in all market conditions and more importantly work in combination with their existing products.
If you're not a financial professional and you're looking for advice or referrals for one, we would be more that happy to assist in sharing our thoughts or giving you recommendations.
John has more than 20 years of experience in the financial services industry as an insurance executive, a registered representative and a certified sales trainer.
Prior to co-founding AdvisorMark, John served as Director and AVP of Strategic Business for Security Benefit from 2000 to 2009. At Security Benefit he was one of the co-architects of two first of a kind variable annuities designed specifically for the Registered Investment Advisor (RIA) market. He also helped launch the HS Dent Advisors VIT fund on Security Benefit’s variable annuity platform.
John was responsible for key account development with independent broker dealers and Third Party Investment Advisors (TPIAs). He served as the liaison between these relations and Security Benefit’s Advisory Wholesaler Team.
John worked for Americo Financial Life, VALIC and American Century Funds. His roles with these organizations covered management, marketing and communications, product development, qualified plan and retail sales as well as sales training.
John graduated from the University of Missouri, Kansas City with a BA in business administration, he holds a graduate degree from Baker University and has completed CFP studies at the University of St. Thomas in Houston, Texas and the College for Financial Planning in Denver Colorado.
His professional affiliations include the American Marketing Association, National Association of Active Investment Managers (NAAIM), and the American Society for Training and Development (ASTD).
John currently resides in the Houston, TX with his wife and four kids.
Area of Houston
Servant Leader, Give It First Networker?
Have Attended Live InHouston Netweaving Events (ever):
If you'd like to contact me directly you can do so at:
john (AT) advisormarkllc (dot) com or call me at 1-936-494-3162
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