Team
My humble upbringing in Eastern Oklahoma taught me to be proud of everything you achieve through hard work. My clients work hard to support their families and their communities, and I want to help them protect and grow what they earn...
Rita Mason is our Financial Assistant who joined our Team in April of 2014. She works with our clients daily to service their accounts and prepare and process paperwork as needed.
Tim joined our Team in 2016 offering experience and knowledge from a retiree's perspective. Tim Delpha retired from ConocoPhillips after 33-years serving in various capacities in various locations including London and Calgary.
Tracy graduated from Oklahoma Christian University with a Finance degree, and then obtained an MBA degree from Northeastern State University. She serves as our Compliance Officer, and is also licensed as an Investment Advisor...