Bartlesville Office

2360 Nowata Place

Bartlesville, OK 74006


How We Work

Our firm specializes in helping individuals develop sound financial strategies from potential wealth accumulation to wealth transfer. If you are retired – or approaching retirement – please take the time to explore our website and the information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and work to take the mystery out of investing, insurance, estate conservation, and asset preservation/protection.

Our goal is to help clients develop a plan so they can live life well and finish well financially.  We understand the many financial challenges facing investors today.  From experience we know the concern for many is understanding and navigating the path from wealth accumulation while working, to responsible retirement living, through health care situations, and finally to estate distribution for heirs. We focus on financial strategies as well as asset management and other issues that are critical to your financial well-being. 

Asset Management

401(k) Plans

403(b) Plans

457(b) Plans

Traditional IRA

Roth IRA


Simple IRA

Individual/Joint TOD 

Revocable Trusts

Irrevocable Trusts

Financial Planning

Wealth Accumulation

College Planning

Retirement Income Distribution

Social Security Strategies

Veteran Benefits Planning

Medicaid Planning

Estate Distribution


Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  918-336-8200