Jerry received his BBA degree with an emphasis in finance and marketing. After a 20 year career as the founder and owner of a group of men and women's clothing stores, he began his investment career in 1990 as a financial planner with the Oklahoma City office of Eppler, Guerin and Turner, a regional investment banking firm.
In addition to his securities and planning licenses, Jerry is also certified in life insurance as well as fixed and variable annuities. His primary responsibilities are analyzing and designing clients' long term wealth management strategies. He is also the author of several articles concerning asset preservation and is considered a knowledgeable resource in both qualified and non-qualified retirement plans deferred compensation strategies.
Jerry is a graduate of the Buckley School of Public Speaking in Camden, South Carolina and conducts seminars and workshops on wealth management through risk-averse planning. He is on the adjunct teaching faculties of the Oklahoma Society of CPA's and the Oklahoma Bar Center.
He and his wife, Abby, have 3 grown children and one in highschool and are active in the local Presbyterian church. They both have served on several church boards and other community organizations. Recently Jerry was recognized for over 10 years as a mentor in the Stanley Hupfeld Academy at Western Village, a grade school in Oklahoma City.
Whit holds a BBA degree in finance and economics and has been a member of the group since 1997. In addition to his active involvement in the planning and management areas, he's our Chief Equity Manager that includes the screening and analysis of all investment research on securities while monitoring the performance of client portfolios.
Whit holds the numerous securities and financial planning licenses as well as certification in life insurance and annuiteies and is one of the few individuals in the State of Oklahoma to hold the designation of Certified Divorce Financial Analyst. As a CDFA he assists individuals, attorneys and judges in identifjying more "equitable" divisions of assets.
Whit and his wife, Kelli, are parents of two girls and are leaders in their church and other community groups. Whit enjoys motivational speaking and was an active member of the Oklahom Army National Guard from 1995 thru 2005. He's been a Big Brother in the local chapter of Big Brothers/Big Sisters and is an active mentor in the Oklahoma Public Schools for over 7 years.
Vickie has been active in the financial service industry for many years. As Office Manager she insures there is consistent adherence to the policies and regulations pertaining to the industry. She maintains the excellence in the administrative support to our clients---a level of quality our clients not only hope for but deserve to experience. Vickie's CAN DO attitude insures that we maintain timely (and meaningful) communications with you---not just when things are going good but to immediately address problems as well.