John Wortman

Co-Founder & CEO at Valeo Financial Advisors LLC

John Wortman has a diverse work experience in the financial and nonprofit sectors. John started their career as a Financial Advisor at Prudential Securities in 1995 and later worked at Oxford Financial Group, Ltd. from 1997 to 2002. In 2002, they joined Valeo Financial Advisors LLC as a Financial Advisor and is currently employed there. John has also held various board member positions, including at Brackets For Good, FileThis, Inc., Salesvue, Gleaners Food Bank of Indiana, and Lids Foundation. Moreover, they currently serve as the Co-Chair Community Campaign at Gleaners Food Bank of Indiana.

John Wortman attended Evansville North High School from 1987 to 1991. Following this, they pursued a Bachelor of Science degree in Finance with a minor in Economics at Indiana University - Kelley School of Business from 1991 to 1995.

Links

Previous companies

Oxford Financial Group logo
Wells Fargo logo

Org chart

Sign up to view 12 direct reports

Get started