Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™AAMS™
Accredited Asset Management Specialist™
Personal Interests
- Traveling
- Pets
- Hiking
- Gardening
- Cooking
Team Members
- David BushBranch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 09:00AM - 12:00PM |
Tue | 09:00AM - 12:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tue | 09:00AM - 12:00PM |
Tue | 09:00AM - 12:00PM |
Wed | Closed for Holiday |
Wed | Closed for Holiday |
Thu | Closed for Holiday |
Thu | Closed for Holiday |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(918) 794-1404Fax
(877) 652-0920Office Address
9309 S Toledo Ave Ste BTulsa, OK 74137opens in a new window
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