John began his career in the financial services industry working for Kindred Wealth, an Ameriprise Financial affiliate, during his senior year at The University of Oklahoma. Upon graduation, John moved to Dallas where he joined Elite Financial Management, a Raymond James affiliate, as an Associate Financial Advisor, servicing existing clients of the firm as their point of contact and relationship manager. After working in this role for 3+ years, John made the decision to begin his own firm as an Independent Financial Advisor and founded Rose Capital Wealth Management in 2023.
John holds his Series 7, 63, & 66 licenses, and is a registered insurance agent with the State of TX in Accident, Health, Life, Variable Life & Variable Annuities.
Born and raised in Tyler, TX, John is a very passionate sports fan of the Dallas Mavericks, Cowboys, and Stars. However, no team holds a more special place in his heart than the Oklahoma Sooners Football Team. He enjoys going up to Norman for OU Football games when he can, and loves going to the Cotton Bowl every year to watch his Sooners play the Longhorns. John's other hobbies include playing golf on the weekends, and playing basketball when he can.
John recently married his longtime girlfriend, Macy McClain (now Thompson). They are avid dog owners, with John having a very sweet Golden Retriever named Major, and Macy having a feisty (but cute) Morkie-poo girl named Ted.
Take the first step towards a better way forward in your financial life. Reach out to schedule an initial consultation or if you have general questions. We are happy to assist in any way that we can, and you are never under any obligation.
610 ELM ST, STE 930, McKinney, TX 75069
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment only
Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This communication is strictly intended for individuals residing in the state(s) of CA, NC and TX. No offers may be made or accepted from any resident outside the specific states referenced.
Copyright © 2023 Rose Capital Wealth Management - All Rights Reserved.
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