Focus Areas
- Retirement Savings Strategies
- Wealth Strategies
- Intergenerational Planning
Certifications
CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™
Team Members
- Catherine GonzalesSr. Branch Office Administrator
- Tami WheelerSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Phone
(918) 540-3002Fax
(866) 462-1061Office Address
200 A Street NWMiami, OK 74354opens in a new window
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