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
Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.
- 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, MO, UT, WA, CO
My wife Andrea and I have been married for 18 years and have three sons, Reagan, Kiefer and Oliver. We are actively involved with our children’s sports, academic events and our church of 16 years.
- Core Church board member
- Eugene Field elementary school mentor
- Tulsa Public Schools sponsor
- Junior Achievement volunteer
- Partners in Education
- Tulsa Regional Chamber of Commerce
- Education for Scholars, Inc. Sponsor
Advisory services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. 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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IMPORTANT INFORMATION: This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Capital Analysts and Lincoln Investment are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Capital Analysts and Lincoln Investment and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.