We have a love for people and assisting them with their dreams every day. I was blessed to be raised by people who taught me to live a values-first life focused on faith, respect and perseverance. I am fortunate to be joined by two wonderful partners: Kari Payne and Joy York. Together, we focus on a people-first approach, keeping us centered on those we serve.

OUR APPROACH:
Let’s talk about you; selecting a financial advisor is personal and perhaps a bit scary. Our process begins with listening, allowing us to shift our perspective to yours. We want to hear about your family, dreams, goals, values and ambitions. We want to understand you and your expectations.

WHAT TO EXPECT:
When you call our office, you will generally be greeted by Joy. Joy sets up first visits for you via phone for us to learn about you and what's important to you. These initial calls are usually 20 minutes to gain a picture of how to best help you.

We do NOT believe in a one-and-done approach. We believe real value comes from proactive, ongoing interactions with clients to deliver perspective, guidance and advice.

ABOUT YOUR TEAM:
Joy - Deeply cares about making everyone feel at peace and at home in our office. She is full of wisdom and warmth. She sheds perspective on all that we do. Joy has many years of experience in banking, farming and education. Joy's passion is spending time with her kids and grandkids.

Kari - Has a way of connecting with others in the most authentic way. She makes sure what we say and do match. Kari is a great listener and she rarely makes assumptions. She values understanding exactly what is expected. Kari's passion is spending time with her family at sporting events and working with animals on their ranch.

I have been a financial advisor for 15 years and a CFP® professional since 2016. Assisting people in living their best lives is my passion! In August 2022, I was named a Forbes Top Next-Gen Wealth Advisor Best-In-State in Oklahoma and April 2023 Forbes Best in State Wealth Advisors in Oklahoma.* Outside the office, I enjoy spending time with my wife, Christy, and our three boys, serving on the board at Mid-America Christian University and tinkering with our old pickup truck.

Thank you for stopping by!

Justin, Kari and Joy

*(Research by SHOOK Research, LLC. data as of March 2022 & June 2022. Compensation provided for using, not obtaining, the rating).