Our Firm

Our goal is to provide families and business owners with assistance in building their financial freedom.  It is a busy world we live in and things are always changing.  We want to be there for you and become a lifetime financial resource to you. 

Working together in a consultative approach, we take people through a discovery process and look for solutions that will add value to their individual situations.  We use a team-based approach with our clients and draw on the collective wisdom and insight from our team of professionals to build a strategy that helps you achieve your goals and protect your assets.

Chris Freeland is my business colleague.  His focus is on property and casualty insurance and risk management.  We work together to develop a comprehensive plan that will accomplish the financial goals of our clients.

The Oklahoma City office has one of the most experienced staffs in the region- they have a combined 80 years experience supporting financial services representatives.  We hope that in the years to come you will find that our service is second to none!

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC.

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