I was born and raised in the small town of Wewoka, OK. Upon high school graduation, I attended Oklahoma State University (OSU), where I majored in business and wildlife ecology. During the college summer breaks, I had the privilege of working as a backpacking guide in Rocky Mountain National Park in Estes Park, CO. During these four summers, I summited more than 40 peaks, including three 14'ers in Colorado and Wyoming.
After undergraduate studies, I moved to the Tulsa area to begin my career as a financial advisor with Edward Jones, where I currently run a successful practice based in Sand Springs, OK, a suburb of Tulsa. I have found great fulfillment in working with my wonderful staff to help our clients plan, save and transition into retirement and bless their families and charities.
In 2010, I earned an MBA from OSU and continue to stay involved with my alma mater by occasionally teaching as an adjunct through the college of business. In addition, I was recently appointed by the governor to be an OSU-Tulsa Board of Trustees member. I also serve on several other boards including the Sand Springs Chamber of Commerce and Green Country Federal Credit Union.
My wife is an attorney and partner of a long-standing Tulsa based law firm and together, we have two sons. We enjoy being in the outdoors: hunting, fishing, camping and golfing. We're also very involved in our boy's schools and activities and love watching them grow and develop.
Focus areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
My Personal Interests
- Traveling
- Sports Enthusiast
- Spending Time with Family
- Outdoor Enthusiast
Personal Interests
- Traveling
- Sports Enthusiast
- Spending Time with Family
- Outdoor Enthusiast
Office Information
Office Address
348 East 2nd StSand Springs, OK 74063 opens in a new window
Phone Number
Lance R Lively at (918) 245-3796Branch Team
- Tara Beebe
- Sr. Branch Office Administrator
- Cindy Wilson
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:00PM |
Friday | 08:30AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Branch Team
- Tara Beebe
- Sr. Branch Office Administrator
- Cindy Wilson
- Branch Office Administrator
Branch Team
More to explore

Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.
Learn More