Plan to protect the people and things you care about

Life is full of twists and turns. Unexpected events like an illness or accident can throw even the best laid plans off course. You deserve the life you’ve worked hard for, so you’ll want to plan ahead so you don’t use up your hard-earned savings on emergencies. We’ll talk about solutions like health, long-term care, disability and life insurance. We’ll also discuss property and liability coverage. Preparing for the unexpected is just one of four key needs that we’ll plan for together using our exclusive Confident Retirement® approach.

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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

LSU Crawfish Boil

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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