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
- The President’s Club award recognizes those Lincoln Investment financial advisors who have achieved the firm’s first level of annual qualifying criteria based on overall production, new clients, advisory accounts and assets. Lincoln Investment honors them for their dedication to helping people retire well presenting them with this award.
- 2013, 2014 Allianz A-List, Gold Club Producer for achieving at least $1 million in sales during the calendar year. 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.
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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