Call Send Me a Message
Focus Areas
- Retirement Savings Strategies
- Charitable Giving
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Portfolio Reviews
- Estate & Legacy Strategies
Personal Interests
- Spending Time with Family
- Reading
- Golfing
- Baseball
- Snorkeling
Contact Me
Contact Me
Office Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 07:00PM |
Tuesday | 08:30AM - 07:00PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:30PM |
Monday | 08:30AM - 04:30PM |
Tue | 08:30AM - 07:00PM |
Tuesday | 08:30AM - 07:00PM |
Wed | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Fri | 08:30AM - 03:30PM |
Friday | 08:30AM - 03:30PM |
Sat | By Appointment Only |
Saturday | By Appointment Only |
Sun | Closed |
Sunday | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Fax
(833) 274-3019Branch Team
- Janna Henry
- Branch Office Administrator
Branch Team
Office Address
1210 E Kenosha StBroken Arrow, OK 74012opens in a new window
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