Hiring the right financial advisor for your investment needs is an important decision: someone who will walk alongside you as a trusted friend during life's significant and often unexpected turn of events. I learned that lesson well as a young adult when my father died unexpectedly. The calm reassurance that my financial advisor offered during that time was genuinely eye-opening as to the value and impact a trusted financial advisor can offer. This experience created my passion and "the why" behind what I do.
I truly enjoy helping my clients organize, plan, protect and transfer wealth. My goal for every interaction is to add value to the life of my clients. I believe that the only way to do business is on a one-on-one, personal basis. I do that by getting to know you to understand what is most important to you, then creating customized strategies to help you reach your specific goals.
My clients often come to me in times of transition, such as retirement, receiving an inheritance, moving or changing jobs.
I have 22 years' experience in the banking and finance industry. I earned my bachelor's degree from the University of Oklahoma. I hold the AAMS® professional designation, which is awarded to those that complete a 12-module professional education program, successfully pass an exam and commit to a code of ethics and continual ongoing education. I am also a limited partner of the firm.
My best friend, Todd, and I have been married for 13 years. Together, we have raised his four amazing children: Nathaniel, Hannah, Brianna and Braden, along with our sweet four-legged dog, Molly.
We are members of Life Church and actively support Hope Is Alive, a non-profit ministry radically changing the lives of addicts and their families. We enjoy yoga, bike riding, cooking, the outdoors, traveling and time with family.
I don't just partner with my clients to help them manage their finances; I work to help give them the flexibility to enjoy their life's pursuits.
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Insurance & Annuities
- Estate & Legacy Strategies
- Portfolio Reviews
My Personal Interests
- Active Lifestyle
Phone NumberCinamon L Demuth at (918) 794-1404
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