Team profile

Planning for a confident retirement

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

Areas of focus

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

Community participation

Broken Arrow Chamber of Commerce

Jenks Chamber of Commerce

Bixby Chamber of Commerce

Latin American Chamber of Commerce Tulsa

Wounded Warrior Project -

Eastern Oklahoma Community Food Bank

LSU Crawfish Boil