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

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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