7335 South Lewis Ave
2929 North Power Road Suite 101
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Lorn arrived in Tulsa in the fall of 1981 as the Oklahoma Area Manager for Fox Photo Corp and served four years in that position. He gained invaluable experience in building businesses, management of personnel and most importantly…seeing that customer experiences were the best in the industry.
Lorn comes from a long line of financial services professionals, from bank presidents to Wall Street investment bankers, and in 1985 he returned to the fold as a fully licensed financial advisor with Prudential-Bache Securities. In the 36 years since his entry in the business, Lorn has served his clients as a hands-on financial advisor and senior portfolio manager. He has navigated his clients through 7 Presidential administrations and nearly every market and economy one can imagine. From the Crash of ‘87 to the late ‘90s Tech Bubble, to the deep recession of ‘00 -‘02, to the financial crisis of ‘08-‘09 and finally, the surreal environment surrounding the Covid pandemic…Lorn takes pride in having helped his clients achieve their goals through it all.
Our business is built on a foundation of thoughtful client relationships. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
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Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.