Broker Check

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.

 

Charles David Wallin

President, Registered Principal, Registered Representative Cetera Advisor Networks

(405) 842-2720

Jeffrey L. Dodson

Vice President, Registered Representative, Cetera Advisor Networks

(405) 842-2720

Jamie Arnold

Nonregistered Fingerprinted Representative, Cetera Advisor Networks, Executive Assistant to Jeffery Dodson

(405) 842-2720

J. Michael Entz

Registered Representative, Cetera Advisor Networks

(405) 842-2720

Attorney and Counselor at Law, law firm of J. Michael Entz

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Carl E. Thomas

Registered Representative, Cetera Advisor Networks

(405) 842-2720

Mandy Hayes

Registered Admin Support, Cetera Advisor Networks

(405) 842-2720

Jeff Walls

Registered Representative, Cetera Advisor Networks

(405) 842-2720

Ray Young, CPA

Tax Counsel and CFO of Apex Financial Solutions, LLC.

(405) 842-2720