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.
Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.