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As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can help you develop a complete, tailored strategy to help you achieve your financial goals.


  

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can help you develop a complete, tailored strategy to help you achieve your financial goals.


 

Preparing for your financial future is one of the most important steps you can take in life. With a commitment to educating middle Americans about market alternatives, we pride ourselves on helping you make sound financial decisions. We’ll tailor a plan around your specific goals to create the peace of mind you deserve.


 

 Securities offered through LPL Financial Member FINRA/SIPC


Valliance Bank was established in Oklahoma City in 2004 as a financial partner to business owners and executives interested in customized solutions to their banking needs.

 A true community bank, Valliance has grown to include banks in Norman, Oklahoma, and Fort Worth and McKinney, Texas – all chartered to focus specifically on the needs of their local customers.

At Valliance, we have assembled a team of friendly bankers who are responsive and willing to do whatever it takes to satisfy their customers’ needs every day.

 

We call it "relationship banking."

Relationship banking is a principle by which we engender loyalty by understanding our customers’ goals and objectives. We also strategize with them to develop a plan to fulfill the vision for their businesses.


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