We’re a team of ordinary individuals that provide extraordinary services for real people

 

Financial Advisor

Bryan's family has been in Oklahoma since statehood. Fun Fact: Bryan's Great, Great Grandfather led the Boomers during...

Financial Advisor

After growing up and attending high school in Bartlesville, Oklahoma Jason attended The University of Oklahoma and began...

Financial Advisor

Brian was born and raised in Oklahoma, and is a proud alumni of the University of Oklahoma. Since graduation, Brian has...

Financial Advisor

Johnny was born and raised in Fort Worth, Texas, but received his Bachelor's degree in Finance from the University of...

Client Service Coordinator

Jackson spent part of his childhood living in Louisiana and Alabama, but moved to Edmond, Oklahoma at a fairly early age...