Since 1983, Steve has been helping individuals, families and business owner change financial uncertainty to a better understanding of their investment holdings and other financial strategies.
Wanting to help people directly, and seeing a large need for financial education in our society, he began his current mission to educate and empower individuals so that they can eliminate unnecessary financial stress and focus on achieving their dreams and goals. He has seen how peoples lives can be affected when lacking knowledge about their finances, and he works to strengthen the financial literacy of retirees and pre-retirees, simplifying complex issues as much as possible. Steve does this not just for clients, but the general public as well through frequent speaking engagements. He holds a series 65 securities registration, which means he has a fiducuiary duty to always act in his clients' best interests. Being both a licensed agent and an investment advisor representative allows Steve to have an unbiased opinion on a variety of retirement-enhancing investment and insurance vehicles.
Steve and his wife, Glenda have one daughter and one grandson that reside in the Oklahoma City area.
SPECIALTIESRetirement Income Specialist
Investment Strategies & Wealth Preservation
Long Term Care
Providing Personalized Financial Guidance in Oklahoma City
Located just off the 66 in Oklahoma City, Steve is ready to turn your financial goals into practical guidance. We take a client-first approach to our financial services, including retirement, estate planning and wealth preservation strategies.
1900 NW Expressway, Suite #310 | Oklahoma City, OK