Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Daniel Bickerstaff, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Daniel Bickerstaff

CFP®, APMA®

Financial Advisor

Learn more about Daniel Bickerstaff Visit Daniel Bickerstaff's website
Beau Brock, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Beau Brock

MBA

Financial Advisor

Learn more about Beau Brock Visit Beau Brock's website
Brandt Brock, Private Wealth Advisor serving the Tulsa, OK area - Ameriprise Advisors

Brandt Brock

CFP®, FSA, MAAA, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Learn more about Brandt Brock Visit Brandt Brock's website

Our team

Sandra Bransford

Sandra Bransford

Client Service Specialist

Whitley Doss

Whitley Doss

Receptionist

Carla Douglas

Carla Douglas

Administrative Assistant

Kathy Honeyman

Kathy Honeyman

Marketing Manager

Bethany Kelley

Bethany Kelley

Administrative Assistant

Tim Linthicum

Tim Linthicum

Paraplanner

Christy Pfeiffer

Christy Pfeiffer

Operations Manager