The Team

It’s never too early to begin thinking about leaving a legacy. We provide our clients personalized advice that’s consistent with their dreams and values — for today and tomorrow — and helps them pass on to their loved ones what’s important. It’s a personal and often complex process, but well worth the effort. With our experience in estate planning strategies and our exclusive Confident Retirement® approach, we help guide our clients through their options and learn how decisions could impact their entire financial situation.

Our Advisors

Billie Pettey

Billie Pettey

Financial Advisor

More about me...

Designations

CFP®, CRPC®, CLTC®, APMA®

Top Areas of Focus

  • Family Finances
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

B.S., 1984, Accounting, University of Oklahoma, Norman, OK
CA Insurance #0C62797 AR License #1107479

VISIT MY WEBSITE

Our Staff

Dawn Patterson

Office Manager