Myself and my team provide highly personalized service to your financial goals. All aspects of our business are aligned to help us better understand and work toward our clients’ unique goals and needs.

I get to serve individuals and entrepreneurs with their personalized financial strategies.

If you have recently transitioned from a job, I can help you discuss your options for your previous retirement account. I walk my clients through every step. This allows my clients to be involved and own their retirement.

If you are a small business owner and need potential tax saving strategies, while saving for your retirement, there are many options for you so let’s chat about what option is best.

If you are a midsize or large business, I can help you set up a 401(k) for your employees.

You will never be a number, your financial goals are important to your future and your family's future. Working with me will give you a consistent person in your corner for you, your family or your business.

I am eternally grateful for the opportunities I have had to work hard for my family and I am humbled at the opportunity to work hard for yours.

My husband and I have been married for eight years and we have an infant son. We enjoy going hiking, working out, traveling, watching movies, spending time with our families, reading and volunteering at our church. I also enjoy teaching as an online adjunct for Oral Roberts University.

My family taught me the values of integrity and hard work. At 10 years old, I began working for my parents' business and opened up a savings account. From there, I have had CDs, contributed to my 529 and saved for my short-term and long-term financial goals, including retirement. As my family has grown over the years, so has our financial goals.

I would love to meet you and hear your financial story. Call my office at (918) 652-3694 and speak with Malinda George to schedule a time to meet or email me at [email protected].

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Intergenerational Planning

Office Information

Mailing Address

P O Box 1266 504 West Main St Henryetta, OK 74437

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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