About My Practice
The majority of our clients are business owners. We are holistic financial planners who operate independently. We do not "sell" investments or insurance products so there are no undisclosed conflicts of interest.
Our approach at Access Financial Resources, Inc. is to help clients identify their personal goals and dreams and to build a financial plan that supports their values. We are about the process of integral financial planning. We do not just deliver a document called "a financial plan." We develop life-long relationships with our clients built on mutual trust and integrity. We are consistent in our approach and deliver meaningful, measurable work.
I have served on the national Financial Planning Association board, and am the only Oklahoman ever honored to do so for the 23,000-member organization. I am a Certified Financial Planner™ Professional and have 30 years experience. After working with another firm for ten years, I opened my own business in 1991.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: OK, Health/disability insurance: OK
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: Total revenue based upon unique client circumstances and maximum value acquisition.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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