We are here for you. We believe it is important for us to understand what is important to you. This helps us use our established process to build you a personalized strategy to help you achieve your goals. We partner with you for life to adjust for the curve balls life throws at you and to help you stay on track

I received my Bachelor of Business Administration with a finance major in 2008. My wife, Jaclyn Stephens, and I have three children, a 12-year-old son, and 7-year-old boy/girl twins. We are dedicated to serving the communities we are a part of, from my previous career as a paramedic to Jaclyn being a pharmacist and pharmacy owner in Cheyenne, OK. In addition, I am a volunteer firefighter and a member of the Elk City Rotary Club.

To help me take care of our clients, Crystal DeWitt joined my team December of 2018. Crystal is bilingual as a Spanish translator, and an active member of the Elk City Alzheimer's association. Crystal helps me by making sure our clients are taken care of and feel welcome. She is married to Tim DeWitt and between them, they have five children.

Thank you for taking time to learn about myself and my branch team. Whether you’re planning for retirement, saving for education or looking to protect the future of your loved ones, we can work together to develop a personalized strategy to help you achieve your goals. We will monitor your progress to keep you on track. We are committed to serving you.

Please, give us a call, send us an e-mail or just drop by to see if we are the right fit for you to plan your financial future.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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