We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness.
Take a look at our profiles below to learn more about our advisor’s and staff professional experience, then when we meet you can get to know us.
Richard Benson is a 20 year resident and businessman in the greater Tulsa / Broken Arrow area. Beginning his career in Financial services in 1996, Richard’s experience ranges from insurance and estate planning, to wealth...
Financial Advisor, Doctor of Ministry
Ken has more than 50 years experience in the full-time ministry and holds the Doctor of Ministry degree from Texas Christian University. Born out of a great desire to help people succeed, Ken began a study of Financial Planning in 1996...
Jon Topolski works with intelligent, hard working professionals looking for a trusted resource to understand their complex financial lives and present solutions that allow his clients to most efficiently use their resources to...