Autumn Campbell, Financial Planner in our Tulsa office was quoted in Investor’s Business Daily about My Price is Right What Millennials Want from Financial Services… Click to
Sr. Planner and Fouding Partner, Marty Kurtz was quoted in marketwatch.com about If You’re Stressing About Money Go Back to Your Childhood. Click to read the
Sr. Planning Analyst, Autumn Campbell, was quoted in nerdwallet.com about how Your Parents’ Financial Advice is Probably Wrong (For You). Jude Boudreaux, CFP®, is a Partner/Sr.
Sr. Planner and Partner, Jude Boudreaux was quoted in magnifymoney.com about How to Make Your Child’s Expensive Activity Fit Your Family Budget. Click to read the