Investment Advisor Representative
525 Central Park Dr, 4th Floor Room 4023, Oklahoma City, OK 73105
My practice is focused on helping mass affluent and high net worth clients determine, maintain and manage the proper blend of investments (money at risk) and principal protected solutions (fixed income).
I have a fiduciary responsibility to help clients understand the blending of these diverse asset classes so their money can last a lifetime and beyond.
What happens today is many clients (especially in retirement) are suffering the effects of too many cooks in the kitchen providing advice based on their own biases. In many situations, the client is sitting there wondering who exactly is looking out for their best interest.
We serve a select group of families and businesses in order to optimize wealth and retain or enhance their standard of living and income even if markets go down and taxes, interest rates and inflation go up.