Broker Check

Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

Blog

Tuesday, February 11, 2020

The Secure Act As 2019 came to a close, the President signed into law a sweeping series of changes that will affect how we save for retirement. Officially entitled the Setting Every Community Up for Retirement Enhancement Act, but more...

Wednesday, August 21, 2019

Grab your sunglasses -- summer's here, and it's time to kick back and relax. If only it were that easy. It would be great if all your worries disappeared when summer arrived, but that doesn't happen. Actually, if money is stressing you...