I am a financial advisor primarily for a select group of successful business owners and professionals who, among other things, aspire to a work-optional lifestyle. As a financial advisor with CFP® designation, I use an established process to help families organize, build, protect and transfer their wealth. Our team focuses on helping people create a strategy to navigate the path to and through retirement, including planning for both expected and unexpected life events.
Our clients are supported by a fantastic team that includes Gina Cheves, who has been with us since 2010, Lindsay Sullivan, who joined us in 2019, and Rebecca Moreland, who has been with us since 2014. We are also supported by a team of investment professionals and strategists in our home office who are dedicated to developing advice and guidance designed to help you reach your goals. As a second-generation financial advisor, I am proud to have served our local communities with Edward Jones since 2009.
I am blessed to live and work in my hometown of Seminole, OK with my wife, Tara, and our son, Lleyton. We enjoy spending time outdoors, on the golf course and with family and friends.
Our vision is to serve our community by helping people be good stewards of their money. We invite you to give us a call or schedule an appointment in our office to see if we are a good fit to partner with you and your family in your planning.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
Office Address115 E Wilson
Seminole, OK 74868 opens in a new window
Phone NumberBrian K Geist at (405) 382-4061
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