3636 North Roff Avenue
Your financial needs and goals are as unique as you are. When you look for a Certified Financial Planner™ professional in Oklahoma City, you need a wealth manager who will work to help you make the best financial decisions for you, your family and your future. Many factors are at play when it comes to creating your financial plan.
Certified Financial Planner™ professionals do more than manage your financial holdings. At Capital Asset Management, your personal financial planner works with you to make strategic decisions that will help determine your future wealth. In order to give you optimal service, you can expect a close working relationship with your wealth manager, so that you can be ready to navigate the always-changing financial environment. Together, you and your financial planner will connect the dots between your present situation and your goals for the future, including retirement and beyond.
The team at Capital Asset Management consists of wealth managers and client associates ready to work hard with you, side-by-side, in pursuit of your goals. Click any of the portraits below to learn more about each of our team members, or come meet your personal CERTIFIED FINANCIAL PLANNER Professional today.
Director of Operations
ChFC, CLU, AEP, Registered Associate, Research
Client Services Assistant