Steve’s career in the financial services industry spans more than two decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1989, in addition to becoming an LPL Registered Representative, Steve earned both his FINRA Series 6 and Series 63 Investment Representative securities registrations, held with LPL. In 1995, Steve added the distinction […]
Sandi has spent her career dedicated to helping people. She has a genuine enthusiasm for helping others succeed. She thoroughly enjoys the process of fitting the pieces of the financial puzzle together, no matter how complex they may be. Sandi’s dedication to her clients goes beyond just solving the puzzle – with a deep-rooted belief […]
