Creating and Managing Wealth, LLC
6333 S. Memorial Drive, Suite B
Tulsa, OK 74133
Summary of Approach
I help my clients plan their financial futures with strategies designed to build and help preserve their wealth. I assist my clients with selecting appropriate investments designed to help achieve their individual goals, such as funding their retirement or paying for their children or grandchildren to go to college.
Employing a comprehensive, yet focused, approach to your financial situation, I can provide customized investment strategies designed to help you pursue your individual needs and goals. I view this as an in-depth approach to your financial life.
Bachelor of Science in Business Management from Oral Roberts University
Areas of Focus
Comprehensive Retirement & Investment Planning, 403b, IRA, College Planning, Insurance Analysis, Tax Advantaged Investing.
Awards & Recognitions
- Lincoln Investment President’s Club
- Allstate Elite, Allianz Gold Club Producer
- Nationwide Circle of Excellence
- Allianz A-List
Licensing and Professional Registrations
- FINRA Series 7: General Securities Representative
- FINRA Series 66: Uniform Combined State Law
- State Insurance Licenses: OK, TX, AR, FL, MD, MO, OH, UT, WA
My wife Andrea and I have been married for 16 years and have three sons, Reagan, Kiefer and Oliver. We are actively involved with our children’s sports, academic events and our church of 14 years.
- Core Church board member
- Eugene Field elementary school mentor
- Tulsa Public Schools sponsor
- Junior Achievement volunteer
Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.
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