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Most Americans remember Benjamin Franklin for the incredible contributions he made to our country in its early years. As one of our Founding Fathers, his inventions, writings, scientific findings, political actions, charitable acts,


If you’ve been contributing to a 401K (or other defined benefit plan) at your place of employment, we applaud you for taking steps towards securing your retirement! Many companies offer a match on a portion of your contributions…


You may have heard one of our Wealth Planner ads about turning your TAXABLE retirement accounts into a TAX FREE lifetime income stream. There have also been numerous books written recently on this topic.

Our Story

Our Story

Bart and Krissy have been married for 27 years and have five children (two by marriage) and one grandchild. Their son BJ and his wife Jess have one son named Eric, Kaylee and her husband Jamin, and a daughter Madison. Bart and Krissy have lived in the Oklahoma City Metro area during this time except for 18 months in San Diego, CA. They have attended Life Church for over 10 years. Bart has a broad range of experience including full time ministry, manufacturing, finance, and business management. From family owned businesses to Fortune 500 companies he has seen increasing responsibilities and leadership roles. He has a BS in Biblical Studies from Southwestern Christian University and a MS in Management from Southern Nazarene University. In addition, he also has 36 hours of accounting from UCO. His new endeavor into the financial services field uses all aspects of his education and experience. They have provided a solid foundation on which to build his new business. In addition, he has spent the last year in intensive study and training with some of the leading experts in the field. With decades of experience and support from his regional organization, he is able to meet the varying needs of any client. His desire is to educate his clients about the innovative investment tools that provide wealth building options, tax advantaged opportunities, and lifetime income streams all while protecting principal from loss. With this new found knowledge and continued guidance from Bart as their financial advisor they are able to make choices that best fit their personal goals.