I want you to get the care you deserve.
David Dick, Financial Advisor
Transforming Clients Finances
I earned a Bachelor’s degree in Finance from the University of Central Oklahoma, and currently hold the Series 7 and 66 securities registration. I focus my practice on Financial Planning, Investment Strategies, Financial Education, Asset Management, Wealth Accumulation, and Risk management. I believe it is best to work alongside you and your family so that we may receive a comfortable understanding of each other’s philosophy, goals, needs, and objectives. This is why we create personalized financial plans that are specific to your financial situation.
“I focus on Relationships because my clients are the focal point of my business and not just a number to a book.”
Clay Collier, Financial Advisor
Transforming Clients Finances
I earned my bachelor’s in Accounting and Finance from Oklahoma Christian University, and since worked in Accounting as an Auditor for 4 years before becoming an Investment advisor Representative. I currently hold my Series 7and 66 security registration. I focus on the educational components so that our clients fully understand the products, investments, and purpose to their financial planning and investments.
Modern Investment Strategies
Roth IRA
Traditional IRA
401K Rollovers
Asset Management
Children College planning (529)
Company/Business Retirement accounts
Life Insurance
Financial Plans
Budget plans/ Cash Flow Analysis
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Interested to see if we’d be a good fit to work together?
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