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Our client base has grown for more than seventeen years by our clients word of mouth.  Referrals are our greatest compliment and the driving force of our business.  Working with your closest friends, business associates, family members and peers helps keep our original focus and steadfast principals in daily play.  We answer to you, and we work hard to not only earn your trust, but to keep it.

Please contact our office by email, telephone or in person to schedule your appointment with our firm.  We look forward to working with you to determine if our approach is the right fit for your individualized needs, and our unique investment discipline.

While we focus on helping your reach your goals, we realize that you might have the need for other professionals such as an accountant or perhaps an estate planning attorney.  Over the years we have developed relationships with a number of highly respected professionals whom we can recommend without reservation.  Please note our firm does not receive any referral fee or other compensation from these relationships.  If you would like for us to arrange a meeting with one of these professionals, please contact our office.

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Wells Fargo Advisors
4160 SE Adams Road, Suite 102
Bartlesville, OK 74006
Phone: 918-213-4898 Fax: 918-337-0401

This information is intended for use only by residents of (AR, AZ, CA, CO, FL, GA, IA, KS, MO, MS, OH, OK, OR, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above.

Investment and Insurance products:
  • Not Insured by FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

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Links to third-party websites are provided for your convenience and information purposes only. Wells Fargo Advisors is not responsible for the information contained on third party websites.

©2018 Wells Fargo Clearing Services, LLC. All rights reserved.

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