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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.