Team

Converting fear and anxiety to confidence and gratification can be a result of effective wealth management conducted in a comprehensive, holistic approach. Regardless the family dynamic, economic environment, global...

After spending many years in the health care industry, Kristi entered the financial services industry full time in 2004. Experienced in the many facets of the daily operations of the business for over a decade, Kristi’s...

Keaton earned his degree in Financial Economics, Magna Cum Laude from Oklahoma Wesleyan University, competing on the golf team and named "Top Finance Student 2018" and winner of the 2017 Investment Club Portfolio. He holds the Series 7...