Here to act in your best interests

About me

Our team is made up of three CERTIFIED FINANCIAL PLANNER™ practitioners (Brian Puckett, Dennis Packard, and Kevin Brown), a Client Service Manager (Darlene Eisel), and a Client Service Associate (Debbie Stanley). We have over 30 years of experience helping our clients make the most of their financial life.

Visit one of our Locations

Tampa II - St. Petersburg

125 5th Street South

Suite 201

St. Petersburg, FL 33701

Oklahoma City II - Oklahoma City (North)

13921 Quail Pointe Drive

Oklahoma City, OK 73134

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