Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Oklahoma City, OK, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$150,000.00
# of Accounts
25
Avg Client Age
60
Overview

I believe that as an advisor it is my job to assist and guide in all aspects of your financial life. I focus on solving your financial problems through effective and efficient solutions. My approach to Wealth Management is to offer solutions and recommendations based on each client's risk tolerance, liquidity needs, and overall goals. I address both sides of the balance sheet including retirement plan solutions, practice solutions for physicians, as well as lending solutions.

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