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Oklahoma City

621 N. Robinson Suite 100, Oklahoma City, OK 73102

(405) 848-8899

621 N. Robinson Suite 100, Oklahoma City, OK 73102

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The Journey to Achieving Financial Wellness

The Journey to Achieving Financial Wellness

“Financial wellness” is an innocuous-sounding phrase that, when you really unpack it, carries a lot more meaning than many people realize. What does it mean to be financially well? Financial wellness doesn’t just consist of what’s in your bank account or your...

Wealth Management Lessons from March Madness

Wealth Management Lessons from March Madness

Like many of you, this month I’ll be consumed with my favorite annual event, the NCAA basketball tournament. It’s always so exciting when March Madness returns with teams all dreaming of advancing to the Final Four and cutting down the nets as national champions....

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