We’ve built our firm on lifelong relationships rooted in performance and trust.

Does our commitment to service appeal to you? If you think you would be a good fit for our team, check out the following positions:

Safety Net & Build Wealth

Forbes Magazine stated that "one of the top professions in the coming decade will be in the world of personal finance as a Licensed Financial Advisor. The industry is starved for talent." We are excited to share our company with those whose entrepreneurial dream is alive and well. We offer a wonderful opportunity to get started in the financal industry on a part-time basis without having to give up the security of your full-time job!

Did you know that we host training sessions for "non financial people" who want to check out the viability of becoming an advisor? We are looking for people who may already be looking for us. Many people today are looking for a meaningful career where the invidual controls their own hours of operation and income potential.

We offer:

Have Questions For Us?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us.


To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at [email protected] or 512.522.4849 today!


Cell: 512-785-2274
Office: 512-522-4849
[email protected]


12711 South Date Street
Jenks, OK 74037


12711 South Date Street
Jenks, OK 74037


» Retirement Income Strategies
» Wealth Accumulation
» Annuities
» Life Insurance
» Asset Protection