Our Team

I have been fortunate to work in the financial services industry for over 26 years. My career began in 1990 at Dean Witter, when I helped open their first office in Norman, Oklahoma. I helped pioneer the concept of small-market offices...

I have been very fortunate in my life that I have held jobs where I am truly able to help people. As a teacher/ Football and Baseball coach at Perkins-Tryon, Perry, Antlers, and Cushing High Schools, I was able to guide and influence...

Jacob McGuire, throughout his life, has witnessed the true power and influence of financial planning. As a college student at the University of Oklahoma, he started his career in the financial services industry as an intern with...

I have been an Investment Advisor for over two decades having started with Merrill Lynch in 1998. Prior to that I spent 22 years in the business world working for both domestic and international companies. The time I spent in the...