At NFA Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What's a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Phone: (210) 737-7800
Fax: (210) 737-7801
Steve's career in the financial services industry spans more than three decades, beginning with a Citigroup affiliate in Oklahoma City in 1988. In 1992, in addition to becoming an NASD (now FINRA) Registered Representative, Steve earned both his Series 6 and Series 63 Investment Representative registrations. In 1995, Steve added the distinction of Series 26 Registered Principal. In the years that followed, Steve earned his Series 65 Investment Advisor license and his Series 7 General Securities Representative license, as well as receiving the designation of Certified Estate Planner from the National Institute of Certified Estate Planners. Steve's licenses are registered through LPL Financial.
As a member of the prestigious LPL Financial Freedom Club*, Steve has repeatedly been honored with the award for Outstanding Client Service—in 2008, 2010, 2011, 2013 and again in 2014.
Today, Steve specializes in offering financial planning, estate planning, income planning, and investment management. Steve brings a unique holistic approach to his financial and estate planning investment advice, taking into account not only each client's present position and mid- and long-range financial goals, but also their life goals. Once Steve is confident he fully understands a client's worldview, he presents them with practical, specific solutions in easy-to-understand action steps.
Since 1994, Steve and his wife have resided in Edmond with their four children, where they enjoy being actively involved in their church and community.
*Freedom Club- This distinction is based on annual production ranking of registered financial advisors supported by LPL Financial, recognizing a production level greater than 60% of LPL Financial Advisors.
Phone: (405) 850-7188
Fax: (210) 737-7801
Rebecca began her career in the Financial Services Industry over 26 years ago after graduating from University of Louisiana – Shreveport with a bachelor’s in business administration and minors in Accounting and Economics. She holds her Series 7, Series 66 registration as well as Life and Health Insurance license.
Rebecca has always had a passion for helping business owners and individuals fully understand the gaps in the areas of their planning process. She believes the financial advisor should work as the financial quarterback for each client engaging other specialists such as the CPA, attorneys, and other advisors to fully implement the plan, in order that it flows without gaps, in every area of your life. She enjoys working with motivated people who realize that planning for the future is far too serious to handle on their own. She brings the holistic approach to financial and estate planning, business strategy, by addressing areas of concern, educating clients and bringing all their needs and desires into the planning process. The ultimate goal is to accumulate, protect and preserve their net worth. She is committed to providing her clients with the guidance and consistent service needed in developing, implementing and maintaining a comprehensive business and individual strategy.
Rebecca is involved in many charitable and civic organizations throughout her local community as well with her local church.