Since I have been a financial advisor for over 20 years, I have the privilege of experiencing my clients' successes with reaching their financial goals. Savings for college for their children or grandchildren are now being spent at universities all over the United States. My clients are retiring at their desired retirement age with the ability to travel, buy an RV or vacation home, golf or fish daily, or spend time with grandchildren. Plus, I have the honor to work with second and third generations by helping them establish financial goals and strategies.

I am a Real Okie from Muskogee. I was born at Muskogee General Hospital and a graduate of Muskogee High School. I am not sure you can get more "Real" than that. I have a Master of Education from Northeastern State University. I use this by teaching my clients about investing, investments, time value of money, etc. I hold the AAMS™, Accredited Asset Management Specialist™, designation from College of Financial Planning. I became a limited partner with Edward Jones in 2006 and held numerous regional leadership positions.

My husband, John, and I married in 1984. We have two daughters, Lindy and Ali, and three granddaughters. We enjoy reading, watching documentaries and traveling with our friends and family. Oh, yeah, I do have two sons-in-law.

Lee Ann Orman has served as my branch office administrator since 2014. She has been promoted to Sr. branch office administrator and recognized at the Branch Office Administrator Managing Partner's Conference.

As your financial advisor, I will work in your best interest. I will discuss options and the features and benefits of each to determine the best option for you. I will spend time to understand your risk tolerance and investment experience before we establish goals and strategies. I will be available to work with your tax professional and/or attorney. I will help you and your family through life's financial challenges.

I enjoy meeting new families and would love the chance to work with you and your family. Please call Lee Ann to schedule a time to meet.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings

My Personal Interests

  • Reading
  • Spending Time with Family
  • Traveling
  • Walking

Office Information

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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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