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About Us
Building Legacies With A Holistic Approach

Our journey began with a simple yet profound mission: to deliver a holistic, well-developed approach to financial advising that goes beyond traditional investment management. Our focus is on educating clients and helping them understand the nuances of financial planning. We aim to support you in reaching your financial goals and objectives, paving the way for a successful retirement and lasting legacy. Our approach is personalized, working with one client and one family at a time. We prioritize discovering your unique needs and making your goals our top priority, always verifying that your best interests are served.

We affiliated with the firm in 2006 and welcomed our first client in August of 2008. Since then, our practice has grown organically, one client at a time, by collaborating with individuals who are committed to excellence and value a team approach to achieving success. Our services are primarily available in Oklahoma, Kansas, and Texas, where we are dedicated to helping clients work toward their financial aspirations.

How We Help 
A Look Into Our Process

Our process is guided by our core values, which are the foundation of everything we do. We are committed to delivering value with care, honesty, and integrity.

Step 1:
Initial Meeting


Our journey begins with an introduction. We present ourselves and the Avantax resources, showcasing a comprehensive team of professionals ready to meet your needs. This meeting also serves as an opportunity to understand what brought you to us.

Step 2:
Listening & Understanding


We encourage you to share your story and interests. This step allows us to gain a deeper understanding of you personally and what you are interested in achieving.

Step 3:
Developing A Tailored Approach


We meet you where you are in your financial journey, assisting you in exploring areas you may not have considered. This establishes a holistic approach to addressing your unique needs.

About Richard 
19 Years of Experience

I am a Certified Public Accountant (CPA) licensed in both Oklahoma and Texas, with a lifelong dedication to helping my clients secure their financial future. My journey in the financial world has been extensive and diverse, covering public accounting, corporate finance, financial advisory, forensic accounting, and wealth management. This breadth of expertise allows me to provide a truly holistic approach to financial planning, ensuring that my clients' financial success is grounded in a solid, well-crafted strategy rather than left to chance...

Join us in a partnership built on trust, understanding, and a shared commitment to your financial future.

Resources 
Knowledge Leads To Financial Freedom.

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.

Qualifying For Medicare Under Age 65

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Learn More
Inventorying Your Possessions

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Learn More
Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Learn More

Let’s Get Started 
Schedule A Meeting

Take the first step towards securing your financial future. Contact us today to set up an appointment with our experienced advisors and discover how we can help you achieve your goals.

Schedule a Consultation