Enid, Oklahoma, United States
I help individuals, business owners, and families build, preserve, manage and transition their wealth. These client services include retirement planning, wealth management needs, risk management and estate planning strategies. While every client situation is unique, we will begin our relationship by gaining a thorough understanding of your financial situation and future goals. I will provide and tailor a comprehensive investment plan where we will develop individualistic strategies that help you to reach these financial goals and provide ongoing advice throughout our working relationship. For fifteen years I have helped clients address their financial concerns and developed strategies by focusing on each Indvidual's specific needs. With extensive experience throughout major market shifts, I have dedicated my career to delivering the personalized investment planning that my client's deserve. In addition to Series 7, 65 and 66 registrations, I am licensed for life and health insurance. With a broad array of access to affiliated services such as banking, lending and trust services, I strive to be a holistic financial advisor for you and your family. I found my passion for investment planning as an intern for an investment firm while attending college at Angelo State University. Here I received my bachelor's degree in business administration. My family and have made our home in Enid, Oklahoma and enjoy everything that this wonderful community has to offer. I like to spend as much free time as possible with my beautiful wife Heather, my daughter Ellie and my two stepsons Haden and Coleman. I enjoy hunting, fishing, golf and being outdoors for recreation. This information is intended for use by residents of AR, AZ, CA, CO, IL, KS, NM, NV, NY, OK, PA, TN, TX, VA, and WY only. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Financial Advisor 201 N Grand St, Suite 500 Enid, OK 73102