


Certifications
AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Request a Consultation
All Fields RequiredRequest a Consultation
All Fields RequiredOffice Information
Fax
(866) 462-1061Branch Team
- Catherine Gonzales
- Sr. Branch Office Administrator
- Tami Wheeler
- Sr. Branch Office Administrator
Branch Team
Office Address
200 A Street NWMiami, OK 74354opens in a new window
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More