Our Team

david

David St. John
(918) 212-9590
david@stjohnbookkeeping-tax.com

David St. John has served in the financial services industry for over thirty years. His primary professional passion is to serve the tax and bookkeeping needs of families and small businesses with excellence. His secondary professional passion is to provide a mentorship work environment where his employees can be equipped with key business and people skills that will have a positive impact on the rest of their lives.

Besides being an professional tax advisor enrolled to practice before the Internal Revenue Service (enrolled agent- EA), David is also a QuickBooks ProAdvisor, an independent insurance agent representing a variety of top-rated insurance companies and independent employee benefits broker.

David’s passion for learning has resulted in a Bachelor of Science, a Masters of Business Administration, and a Masters of Science (Accounting and Tax) from Oklahoma State University.

Professional designations held by David include Certified Financial PlannerTM, Chartered Financial Consultant, and Chartered Life Underwriter. David also holds several insurance licenses, including life-health and property-casualty.


sarah

 

Sarah St. John
(918) 212-9590
sarah@stjohnbookkeeping-tax.com

Sarah St. John has served in the financial services industry for over seventeen years. Her primary professional passion is to serve the insurance and financial services needs of families and small businesses with excellence. Her secondary professional passion is to provide a mentorship work environment where her employees can be equipped with key business and people skills that will have a positive impact on the rest of their lives.

Sarah also works as a licensed psychotherapist at an outpatient clinic in Tulsa. Her work entails leading group therapy and counseling individual patients.

Sarah’s educational background includes a Bachelor of Science from the University of Tulsa and a Masters of Science from Southern Nazarene University. She is fully licensed in all lines of life and health insurance, as well as property and liability insurance.


 

Ana Osorio
(918) 212-9590
ana@stjohnbookkeeping-tax.com

Ana Osorio has served in the financial services industry for over ten years. Her professional passion is to serve the insurance and financial services needs of families and small businesses with excellence.

Ana has over ten years of experience in providing professional bookkeeping and tax services, specializing in QuickBooks Online bookkeeping and payroll. She is a registered representative associated with H.D. Vest Investment ServicesSM, an independent insurance agent representing a variety of top-rated insurance companies, and an independent employee benefits broker.

Ana has a passion for learning and personal development. She is currently pursing her associates degree in accounting and is studying to become an Enrolled Agent authorized to practice before the IRS.

Professional licenses currently held by Ana include insurance licenses for property/casualty and life/health, as well as securities registrations for series 6 and 63.