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

  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances

Community participation

Fiber Art titled The Power of Hope Within  by Tammra donated to the food bank's fundraiser
Fiber Art titled The Power of Hope Within by Tammra donated to the food bank's fundraiser
  • Community Food Bank of Eastern Oklahoma
  • Oklahoma Blood Institute