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      Details

      Advocates for Financial Freedom

      General Info

      My primary objective is to help you achieve financial freedom in a complex and constantly changing world by recommending products that can help you achieve what is most important to you. I am supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits. I begin with a thorough audit of your present financial situation to give you an accurate picture of where you stand. I listen to gain a thorough understanding of your personal goals for yourself, your family and your business. Only then do I match a diverse array of products to your specific needs.

      Contact Info

      Phone:

      Main - 405-486-1407

      Address:
      4801 Gaillardia Pkwy Ste 250 Oklahoma City, OK 73142
      Email:

      Categories
      Investments, Financial Planning Consultants, Life Insurance, Long Term Care Insurance, Retirement Planning Services
      Services / Products
      I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions. Preparing for that next step in life isn't always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you're simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.I'm a registered representative of and offer securities and investment advisory services and approved to conduct fee based financial planning through MML Investors Services, Inc. Member SIPC. Supervisory address: 4801 Gaillardia Parkway, Suite 250, Oklahoma City, OK 73142, (405) 486-1400 begin_of_the_skype_highlighting (405) 486-1400
      Neighborhood
      Northwest Oklahoma City
      Data provided by one or more of the following: Thryv, Data Axle, Yext.