Our mission is to help you live!

Live for Today, Plan for Tomorrow.


Our advisors

David Provenzano, Private Wealth Advisor serving the Tulsa, OK area - Ameriprise Advisors

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about David Provenzano Visit David Provenzano's website
Mike Purzner, Financial Advisor serving the Tulsa, OK area - Ameriprise Advisors

Mike Purzner

Financial Advisor

Financial Planning Specialist
Learn more about Mike Purzner Visit Mike Purzner's website

Our team

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst
Kristal Briggs

Kristal Briggs

Practice Manager

Chandler Cullip

Chandler Cullip

Office Manager