We are a small tight knit group of advisors, across a spectrum of ages, with a common philosophy about how we work with our clients. The care that we show to our clients has resulted in lasting multigenerational relationships. We have a significant presence in Oklahoma, and Texas, but have a client base across the country.
We operate in a brokerage and advisory capacity around the clients needs, but trend towards operating in an advisory capacity.
We are looking to expand regionally, and have successfully integrated multiple practices through acquisition previously with exceptional client retention rates.