Founder & President, Investment Advisor
CurrentFirst State Financial, Inc. was founded in 1971 as Oklahoma's first research and brokerage firm for bank stocks. As the client base grew, the company shifted focus to better meet the rapidly increasing need for high-quality personal financial planning and investment management, which led to the establishment of First State Investment Advisors, Inc.We have since been dedicated to our original vision of serving clients as an investment firm focused on quality, trust, integrity and respect both in our client relationships and in our investment strategies. For over 50 years, we have provided Tulsa families with personalized, tax-efficient, and value-oriented approaches to portfolio management, and we continue in our commitment to help individuals plan more confidently, sleep soundly and grow their wealth.Since 1971, all of our investments have followed the strict principles of the Gold Chip Standard, which was established to ensure that every client has only the highest quality investments in order to meet their growth objectives while minimizing risk. We custom-tailor every client portfolio to meet the client's unique needs and goals, but every portfolio is built on the strong foundation provided by the Gold Chip Standard.
