Our Mission
We help people understand what money means to them so they can align their values with their dollars.
Who are we?
Meet Jeff
Jeff grew up in Pasadena, California and graduated from the University of California, Irvine with a Bachelor of Arts in psychology. He has been working as a psychotherapist since 1991 when he graduated with a Master of Arts in marital and family therapy. He then worked in private practice, college counseling centers, and at the Harvard Macy Institute at Harvard Medical School. He completed a second Master of Arts in clinical psychology in 2005.
He now works in private practice in Oklahoma helping people who have experienced trauma. He served as the president of the Oklahoma Society for Psychoanalytic Studies where he regularly continues to teach in their continuing education program for therapists.
He and his wife live in Edmond, Oklahoma and have two adult children, one in Colorado and the other in Oklahoma. Jeff has a love for martial arts and earned a second degree black belt from 2016 Olympic Coach Jason Poos at Poos Taekwondo. Shortly after that, he developed a comprehensive curriculum combining the social science of sexual assault risk reduction with martial arts. With his co-instructors, Jeff has taught hundreds of women in Oklahoma how to better reduce their risk of assault.
Meet John
John Mitchell, CFP® grew up in Clackamas, Oregon. After studying at Oklahoma Christian University, John began his professional career with Mutual of Omaha and a short time later joined LPL Financial in 1994 as a financial advisor, where he continues to serve his clients. 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.
Today, John serves 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.
He lives in Edmond, Oklahoma with his wife and three children. John enjoys volunteering at his church and in his local community. In his free time, John is a cyclist, fly-fisherman and martial arts student.