Meet Our Experienced Financial Professionals
Two Unique Teams Serving for 25 years
Our first priority is helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. We have two unique advisor teams, who are free to serve their clients however they feel is best. That means our financial advice seeks to not be driven by a need to push products or cookie cutter recommendations. RESPECT. CONFIDENTIALITY. INTEGRITY. RELATIONSHIP.

One Group. Two Teams.
A strong foundation built with integrity.
A professional approach with the utmost concern for your goals.

Our Alliance
Appreciation. Respect. Confidentiality. Building life long relationships are important and greatly valued.

Our Process
We create strategies that are tailored to your specific needs, ojectives and goals. Unique needs deserve unique plans.

Our History
Over 50 years of combined experience have prepared us to guide you through your life transitions.

Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.
"We all have two choices: we can make a living or we can design a life."
You deserve a strategy that adapts to your needs.
We create financial strategies tailored to your goals.

Nurture Your Finances.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Financial Advice Shouldn't Be Complicated.
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Client Centered
Our business is built on a foundation of thoughtful client relationships. Your accomplishments are as important to us as they are to you.
Contact Us at 405-265-2200
We may not be your first advisor, but our goal is to be your last.