John Schwalenberg

VP of Annuity Sales

John joins Tarkenton Financial with experience in several business development roles at IMOs. Prior to that he founded a practice management consulting firm dedicated to helping independent financial professionals scale their business. John has previously held sales, trading, and corporate services roles with investment banks and brokerage firms. As a holder of insurance, FINRA series 7, 66, and real estate licenses, John understands the demands placed on small business owners. He is often sought out for advice on sales, marketing, organizational processes, staffing, and continuity planning. A problem solver by nature, John enjoys partnering with financial professionals to provide clients with solutions that best meet their financial planning needs. This might take the form of a planning strategy, product recommendation, or bringing in a third-party expert. Clients ultimately benefit from the collaborative planning and advisors gain a trusted business partner in the process. John met his wife, Aleece, while on the way to earning a BS in Finance from The University of Alabama. They live in Dallas and enjoy family time with their three grown children and two grandchildren. When not cheering on the Crimson Tide, John spends his free time pedaling across north Texas on his road bike with dreams of riding in the Tour de France.

CLICK HERE to book a call with John.