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12036 N. May Ave.

(inside Northpark Mall)

Oklahoma City, OK 73120

(405) 254-3900


We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.  Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Born in Pasadena, Texas, John is not a native Oklahoman, but after extensive international travel - he calls Oklahoma home.

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After earning her Bachelor of Arts degree in Musical Theatre and her Masters Degree in Finance and International Business – both from Oklahoma City University –Samara was named operations manager of Elizabeth Anthony/Esther Wolf in...

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Richard attended the University of Connecticut and obtained a BA of Economics in 1966. Intrigued by the industry, he went further and received his MBA in Finance, also from the University of Connecticut. He entered the investment...

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Beau Phillips

Independent Attorney