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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies*
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best 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 specialize in creating an approach that is designed to address your individual situation.

 

Karen, through her affiliation with Woodbury Financial Services, Inc., works with a select group of individuals, families and businesses with their investment needs and is passionate about helping clients navigate through various life...

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Bill is a consulting Partner of Westward Financial Strategies and is the portfolio manager for in-house accounts. Bill is the Founder and Managing Partner of LifeStages Financial Planning, an affiliated firm of Westward Financial ...

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Joe brings a wealth of Financial and Management experience to the table. After earning a Bachelors Degree at Oklahoma State University and a Juris Doctorate Degree from the University of Tulsa, Joe spent several years in the social...

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