Effective March 15, 2021

We are proud to announce that we will be slowly lifting our COVID-19 restrictions in our office. We will be returning to face-to-face visits by appointment only. In person appointment slots will be limited, so we ask that you please call our office before making a trip. If a face-to-face appointment is not available, we will schedule you for a Zoom meeting or a telephone meeting. Our business continuity plan will be working as designed for you, our valued clients and friends. You will not see a  disruption in services.


Each member of our team has the ability to continue their roles in providing you the highest quality of services in any setting. You can still call our office, email a team member or fax information to us without hesitation. If you have any questions that do not require an appointment, please call our office at 918-423-3222 and one of our team members will be happy to help you.


Your family's needs and desires are vital and important to us. Our clients are some of the most wonderful people we know. Please be patient with us as we do what we feel is best to ensure everyone's health and safety. We look forward to seeing everyone as soon as we can. 


Stay safe, stay healthy, and thank you for the opportunity to serve as your wealth advisors and financial planners. We are here to help.