About My Practice
We provide clients with comprehensive financial services in all ten key areas of wealth care planning (Method 10 tm), with an emphasis on tax, retirement, and estate planning services for individuals, families, trusts, retirement plans, non-profits, and small businesses. We help coordinate our client's overall wealth care objectives during the accumulation, preservation and transfer stages of life. Our services are especially designed for clients who are experiencing a major life transition event, such as retirement, sale of a business, job/career change, sudden wealth, death or divorce.
Our mission is to help our clients design a comprehensive wealth care plan that sets them on the right track toward achieving their financial goals, helping give them the "peace of mind" that comes from knowing they have planned prudently for their future. Our goal is to help our clients "live their dreams"!
Previous Employment History:
Auditor & Tax Accountant with national and local CPA firms (1978-1981).
Accounting Manager for a large national oil & gas drilling contractor owned by a publicly traded holding company (1982-1986).
Shareholder in Henderson & Ramsey, P.C., a local CPA firm located in Tulsa, OK that provides accounting and tax compliance services to individuals and small businesses (1987-Current).
Partner in Union Financial Advisors, LLC, an independent financial planning firm with offices in Tulsa, Norman, and Enid, OK (1995-Current). I obtained my security licenses in 1995 and became affiliated with the broker/dealer, 1st Global Capital Corp., located in Dallas, TX.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 6, 24, 63, 65, 66
Life insurance, Health/disability insurance, Fixed annuities, Variable annuities
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
1st Global Capital Corp.
Securities offered through 1st Global Capital Corp., Member FINRA/SIPC, Investment Advisory Services Offered Through 1st Global Advisors, Inc., Insurance Services Offered Through 1st Global Insurance Services, Inc.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.