Oz Patton

Oz has over a decade of experience educating clients to help them achieve their personal and business financial goals. "I help our clients with various personalized financial strategies for investment planning, retirement planning and tax strategies."

He holds a bachelor's degree in finance from Oklahoma State University.

He enjoys playing golf and tennis with his kids when he's not in the office.

He feels it's important for his clients to know that as a non-commissioned financial advisor, he's able to spend more time educating clients on the fundamentals of investing. "I want my clients to see me as their financial resource."