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Our Associates

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

We are a full-service financial firm committed to helping our clients pursue their financial goals. We offer a wide range of financial products and services to individuals and businesses. We help our clients identify goals and provide sound, up-to-date information to assist them in reaching those goals. We believe that by building ongoing, long-term business relationships with our clients, we are better prepared to service their financial needs now, as well as in the years to come.

Please call us if you have any questions about our firm or the range of financial products and services offered. Our firm has a relationship with a variety of financial services companies, so if we don't have a product or service, we know a group that does.

Holli Taylor

Holli Taylor

Owner | Financial Adviser

918-376-6195

918-376-6626

Kellie  Basden

Kellie Basden

Owner | Financial Adviser

918-376-6195

918-376-6626

Stephen Jones

Stephen Jones

Registered Principal | Financial Adviser

918-376-6195

918-376-6626

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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