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Get to Know Our Team
Meet Our
Team
The Nautilus
Group®
Financial
Planning Resource
Srikant C. Jonnada
Founder
Sri moved to the United States from India in 1991 and quickly fell in love with the Oklahoma City community. 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 ten years later, Sri serves as Founder, Principal, and Financial Advisor of Journey Financial Strategies.
Sri serves his clients and his community, working tirelessly to bring value to the people around him. His success today is a direct result of his passion for business, his eagerness to help business owners and clients, and his loyalty to the Oklahoma City community. His strengths have always been his strong work ethic, the pursuit of knowledge, and his tenacity to keep fighting through difficult times. These days, Sri focuses on innovation and refining the business process, growing both personally and professionally. Bringing the Journey Financial team together has been his greatest professional achievement and is extremely proud to work with his partners.
Sri’s areas of professional expertise include business planning, retirement and investment planning, insurance and income protection, and estate conservation. His years of experience as an entrepreneur and working with business owners, combined with countless hours learning academic business principles, gives him a working knowledge in many business matters. This allows him to understand the needs of the business owner, while being able to bring an outside perspective to address everyday challenges.
Sri is a member of the Million Dollar Round 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. He has held this status in the years of 2013 and 2015-2018. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business. Sri has been a member of New York Life Insurance Company's Executive Council (2010, 2011, 2013, 2014, 2016, 2018) and President's Council (2012, 2015, 2017), both of which are based on sales production. In his free time, Sri enjoys woodworking, inventing, tinkering, and traveling with his fiancée, Christa.
*Financial Planning offered through Srikant's affiliation with Eagle Strategies LLC, a Registered Investment Advisor.
Tobin Thomas
Financial Planner
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 Advisor and Financial Planner 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 two nieces, Gabby and Aria. “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.
Robert Cohran
Agent
Robert Cohran is a member of Journey Financial Strategies and serves as an advisor and mentor with over 43 years of New York Life experience. He is a Life Time Member of Council and Life Time Member of Million Dollar Round Table. As a member of the Association of Life Underwriters and with so many years of success in the insurance industry, Robert is a great resource for our clients.
Early in life, Robert spent 8 years in the Special Forces of the Marine Corp, followed by 10 years at I.T.T. Corporation. An Oklahoman for 68 years, he now spends a lot of his time counseling others through his faith. His philosophy has always been to be a friend first and an advisor second. Robert and his wife of 58 years have a son and two daughters, all members of the Oklahoma community. Journey Financial is proud to partner with Robert as we serve our clients together.
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 have two little girls Maliya & Mila. His family is the most important thing to him and wakes up everyday to make sure he is 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 Gujurati community as well as other community organizations.
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.
