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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.

Do You Owe The AMT?

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Learn More
Life Insurance Myths: Debunked

Life Insurance Myths: Debunked

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Learn More
Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
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