Hello, I'm Dan.

I help people save, invest and grow their money so that they'll have the financial resources necessary to do the things that matter most to them in life.

Investing isn't just about money. No, investing is about creating the future you want for yourself and your loved ones. It's about making your money work for you to help you live life on your own terms and accomplish the things that are most important to you in life.

The people I work best with value professional advice and a personal relationship. They want a financial advisor who takes the time to really get to know them, who carefully listens to them and who understands what's important to them in life. They appreciate eye-to-eye, face-to-face discussions about the nitty-gritty aspects of real life. They want financial advice that's relevant to their situation and that's communicated in a way that's easy to understand.

If that sounds like you, and you're looking for a financial advisor, give me a call at 918-488-8260. Jasmine Kelley, my branch office administrator, and I work closely together to provide our clients with prompt, personal and exceptional service. We would enjoy the opportunity to meet you and get to know you.

On a personal note, I'm the youngest of six children raised in the small town of Locust Grove. Upon graduating from the University of Arkansas, I accepted a commission as an officer in the U.S. Air Force and spent seven years on active duty and in the reserve prior to earning my law degree at the University of Tulsa. I'm happily married to my wife, Kristi. She and I have fun together playing tennis, walking our dog, and cooking in the kitchen. We also enjoy being actively involved in our local church. Two of my favorite solo activities are hiking and fly fishing, which I find relaxing, therapeutic and just plain good for the soul.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Fishing
  • Hiking
  • Traveling
  • Reading
  • Baking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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