We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Scott cares deeply for his clients, and is dedicated to building long-term relationships and helping clients pursue their financial goals. Whether those goals relate to retirement planning, investment management, family risk management...
Financial Services Coordinator
Leann was born and raised in Tulsa and is a graduate of Oklahoma State University, Stillwater, where she earned a Bachelor's Degree in Business Administration prior to obtaining her Certified Public Accountant license. She began her...