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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We have developed an extensive network of professionals to assist our clients with whatever they may require for their particular financial needs.  We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Tom Schmidt

Founder & President

(405) 751-1505

Tom has been in the financial industry for over 33 years. After receiving his Bachelor’s in Business Administration from Kansas State University in 1982, he worked for many industry giants, including Mass Mutual, American United...

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