Every client brings a story. Some clients bring stories that are wide-eyed and inexperienced. Others are stories of struggle with many hard-learned lessons to reach success. Whatever the case, my job is to come alongside these stories and help my clients determine a hope and plan for their financial future.
Every client is a person. I know first-hand that sharing hopes, fears, or inexperience can be intimidating. This is why I serve my clients with hospitality, empathy, and confidentiality. Open, honest conversations establish a freedom to discover what financial excellence truly means to each client.
Every client is a partner. Because every client has the right and obligation to ensure our relationship and plans make sense to them, I encourage clients to be assertive and inquisitive. Questions and discussion lead to a better understanding of investments and financial planning. As we work together to determine the best path forward, open-mindedness and dialogue lead to innovative and meaningful solutions.
I utilize fee-only, independent advice unique to your circumstances and goals. This is the most transparent, respectful way for me to serve you.
I maintain a fiduciary relationship that is confidential, committed to excellence and focused on you. I act as your primary source of integration and collaboration between all your advisors.
I hold the Certified Financial Planner (CFP®) designation and am a member of the Financial Planning Association. I serve on the national Volunteer Advisory Board of BetterInvesting, a non-profit educational organization, dedicated to empowering individual investors.
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FFO is a Registered Investment Advisory firm registered in the state of Oklahoma.
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