Your investment strategies

Are you looking for a solid, yet strategic investment plan that helps to build and protect wealth? With our experience providing ongoing financial advice and asset management, we can help you formulate a strategy to strengthen your portfolio’s potential and suit your risk tolerance. We’ll regularly review your portfolio and will offer new strategies as your life changes and the market goes up and down. Using our exclusive Confident Retirement® approach, we’ll work together to create a tailored plan that helps ensure the lifestyle you want today and the one you dream of for tomorrow.

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Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Investments
  • Charitable Giving
  • Small Business
  • Employee Stock Options

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Community Participation

o Wounded Warrior Project - http://www.woundedwarriorproject.org

Eastern Oklahoma Community Food Bank

Our Photos(5 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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Working with us

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect

  • Professional help in clarifying your financial goals and priorities
  • If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
  • Accurate information about our tailored solutions, including risks, benefits and costs

What to bring

  • A list of any questions you have regarding your current financial situation
  • Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
  • A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

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