Focus: Insurance Strategies, Retirement Strategies, Financial Education, Investment Strategies, Business Owners, Business Succession Planning
My background, experience, and commitment to providing you with the resources you need to make financial decisions can help make your financial future as successful as you need it to be.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
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.
I am looking to introduce people to a career as a financial professional where you can take the skills, drive, and desire you possess and use them to help individuals and businesses solve their most important financial challenges.
I am licensed to sell insurance in: Oklahoma, Texas, and Virginia
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address: 1300 N. Walker Avenue, Suite 200, Oklahoma City, Ok 73103 (405) 486-1400
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1300 N. Walker Suite 200
Oklahoma City, OK 73103