John Paul Caswell, AIF, CLTC
Chief Investment Officer
John Paul Caswell is a renowned figure in the insurance and financial services sectors, honored as a "Top 100 CEO" among privately held companies in Baton Rouge from 2019 to 2023 and listed in the "Top 500 Most Influential individuals by the Baton Rouge Business Report in 2023. He has earned nationwide recognition through FINSECA, being presented with the esteemed International Management Award (IMA®)1 by the organization on five distinct occasions.
His commitment to personal and professional growth is evident through his multiple financial certifications, including Series 6, Series 63, Series 7, Series 65, Series 24, Certified Long-Term Care (CLTC®), and Accredited Investment Fiduciary (AIF®).
He currently leads as the President and Managing Principal at Iron Horse Financial, a thriving firm with six locations, serving over 5,000 clients[iii]2 and managing approximately $2.5 billion in assets administered as of 2023.3
Beyond finance, John Paul's passion extends to community and global impact. Since 2014, Iron Horse Financial has facilitated over $5 million in beneficiary designations for 75 local non-profit organizations. He and his wife, Tiffani, established the "100 Well Project" in 2016, aiming to provide clean drinking water to drought-stricken regions of India and Nepal. To date, 23 wells have been constructed, with plans for 77 more. Additionally, John Paul and Tiffani are honored to be Legacy Partners with the John Maxwell Leadership Foundation, a non-profit dedicated to delivering leadership training around the world.
Residing in Baton Rouge, Louisiana, John Paul, his wife, and their family actively engage in their local church and community, steadfast in their commitment to making a positive impact on the lives they touch.
AR Insurance License Number: 5071203
1This award is not issued or endorsed by Guardian or its subsidiaries 2 Includes owners of in force life, disability income and long-term care insurance policies as well as all securities accounts 3 Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency