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Get to Know Our Team
Meet Our
Team
The Nautilus
Group®
Financial
Planning Resource
Srikant C. Jonnada
Founder
Sri came from India in 1991 as a child and grew up in OKC. After operating several businesses of his own, Sri realized the great opportunity and reward of helping other business owners and individuals achieve success in their own lives. As a result, in 2009, Sri began his career in financial planning and advising*. Now many years later, Sri serves as Founder, Principal, and Financial Planner of Journey Financial Strategies, working tirelessly to grow the Journey business by bringing value to its clients and the people around him.
Sri’s areas of professional expertise include business planning, retirement and investment planning, insurance and income protection, and estate conservation. Through years of experience as entrepreneurs and working with business owners, combined with countless hours learning academic business principles, Journey has working knowledge in many business matters. This allows the team to understand the needs of the business owner, while being able to bring an outside perspective to address everyday challenges.
Spending quality time with his son Dash is Sri’s favorite thing to do. They’re usually on the go, either exploring venues around OKC Metro, weekend road trips, camping and hiking, or going on adventurous journeys. When allowed, their trusty 4 legged companions Maggie and Charlie are by their side. In the evenings, they prepare homemade delicious meals! Sri & Dash enjoy woodworking, gardening, tinkering, and traveling.
Sri is a Certified Financial Fiduciary and qualifying member of Top of the Table of the Million Dollar Round Table Top of the Table (MDRT), The Premier Association of Financial Professionals®, a global independent association of the world's leading life insurance and financial services professionals, demonstrating exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
*Financial Planning offered through Srikant's affiliation with Eagle Strategies LLC, a Registered Investment Advisor.
Tobin Thomas
Associate Financial Advisor
Tobin’s family moved to Oklahoma City in 1997 from Kerala, India, and he’s been a proud Okie ever since! Prior to joining the Journey team, Tobin came from a health practice management background. Tobin serves as an Associate Financial Advisor at Journey Financial Strategies working with clients on protection, investment, and business planning. He focuses on implementing clients’ financial plans and maintaining deep client relationships to remain a valuable partner in their lives.
When he’s not in the office, he seeks to impact lives in a different way; he’s very involved with the youth in his church community and looks to be a mentor by volunteering his time and providing music lessons. Tobin is likely to be found playing sports or picking up one of the many instruments around his house as music is one of his main passions. He spends much of his time enjoying the company of friends and family, especially his nieces and nephew, Gabby, Aria, and Asher. “Few parts of life can be as fulfilling as having meaningful relationships with those around you” Tobin takes this lesson to heart in both his professional and personal realms.
Sam Patel
Operations Manager
Samit “Sam” Patel was born in London, England but considers himself an Okie as he has been living in Oklahoma City since he was 4 years old. His family moved to America where his father started from the bottom and worked his way up to partnerships in multiple hotels in and around Oklahoma. After graduating college with a Degree in Finance Sam helped grow the family business. Once the family businesses were self-sufficient he began to write his own story. Starting his financial career off at Bank of the West, then joining Journey Financial Strategies in 2018.
Sam & his beautiful wife Poonam are a family of five with Maliya, Mila and little Ari. His family is the most important thing to him and wakes up everyday working hard for their future! He Thunders Up for every OKC Thunder game, enjoys playing golf and is an avid volleyball player with championships from tournaments all across America. Sam is very involved in his local Gujarati community as well as other local community organizations.
Amber Ratliff
Office Administrator
Amber is a Chicago Native but moved to Edmond, OK in 2005 with her family, following her parents’ dreams of becoming entrepreneurs. After high school, Amber pursued a career in the healthcare field as a Certified Nursing Assistant and Pharmacy Technician but was introduced to insurance in 2017 when she became an insurance agent, selling property and casualty insurance with AAA. Amber then added life and health insurance to her insurance portfolio but during the COVID pandemic, decided to follow a creative passion of hers and created a jewelry business. Amber has been with Journey Financial since January 2023. She assists in the administrative side of the business and now sells health insurance for the company as well.
Amber also enjoys working on her art in her time away from the office, creating new jewelry pieces and participating in craft shows. She spends a lot of time bug hunting and going on mini adventures with her active nature child Leo. Being a mother to her son is the most important role in her life!
The Nautilus Group® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.
Since every client has unique requirements, The Nautilus Group® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.
Member Agents of The Nautilus Group®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.
This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.
The Nautilus Group® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.
The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.
