Stephen P. Regouby, CFP®
918.627.4450
Steve is found to be a good listener and is able to sift through market and life complexities to draw out essential information to help others create an effective path for the future.
Steven A. Henderson, CPA, PFS, CFP®, CKA®
918.627.4450
Steve is dedicated to learning about his client’s goals, and helping them succeed by providing clarity about all the key areas of their wealth care planning.
Doane F. Harrison, CPA, PFS
405.329.3158
Doane Harrison is a member of Union Financial Advisors, LLC. Doane received an accounting degree from the University of Oklahoma, and an MBA degree from the University of Texas. He served as a US Army Finance Officer in Germany. Doane...
Douglas R. Morris, CFP®
580.336.3251
Doug enjoys working with clients to help them gain an understanding of different financial planning strategies. He takes great pride in communicating and explaining complex financial topics in a way that each unique client can understand.
Blake Willcox
One of Blake's favorite reasons for being a financial advisor is the opportunity to help a client go from a sense of uncertainty about their financial situation to relief and even excitement about their future.
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.