Featured Members

• 

  Jay Peak

  A fourth generation Oklahoman, Jay Peak comes from a family that pre-dates Statehood. His deep rooted heritage is filled with role models in business, agriculture, politics, military service and public service. His positive approach to life is based on integrity and conservative values. Jay Peak was raised in Oklahoma City and is the proud husband to Kasie Peak and father of his first child Walker Peak. Jay has over 9 years of experience in Financial services.

• 

  William Wolfe

  In addition to twenty years of managing investments across global markets and helping clients design wealth distribution plans; I am committed to critical skill development and have earned the following designations: CERTIFIED FINANCIAL PLANNER™ , Chartered Retirement Planning Counselor®, Chartered Advisor in Philanthropy®.

• 

  Thie Convery

  I create wealth solutions for all aspects of my clients' lives. My unique process provides a personalized and comprehensive Wealth Plan to create wealth success, eliminate financial worries, and produce life-long peace of mind. My services include retirement funding, estate planning, cash flow management, risk-management (with insurance), tax planning and preparation, education funding, mortgages, debt management, and investments.