About us

Friendly & helpful experts

right beside you

Our helpful financial advisors, planners and team members are here to help you build a plan that answers your questions, fits your needs and adapts to your life. Whether you’re a seasoned investor or just starting the retirement planning process, we’re ready to listen, learn and talk about you and your goals.

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Advisors & Analysts

Keith K. Carter, CFP^®

Financial Advisor, RJFS

Ron Hargis, CFP^®, CLU^®, ChFC^®

Insurance & Investment Representative, RJFS

Amy Harper, CRPC®

Financial Planning Analyst, RJFS

Dustin Hellams

Financial Advisor and Insurance Representative, RJFS/Investment Management Consultant

Michael Moy

Financial Advisor, RJFS/Investment Management Consultant

Management

Paul Krus

Registered Principal, RJFS

Mindy Seagraves

Operations Manager, RJFS

Support team

Christina Frost

Client Service Specialist, RJFS

✆ 405-737-0006

🖷 405-443-2760

✉ christina.frost@raymondjames.com

Renee' Holloway‑Wright
Client Service Specialist, RJFS

✆ 405-737-0006

🖷 405-443-2760

✉ andrinee'.holloway-wright@raymondjames.com

Ashley McAlister
Client Service Specialist, RJFS

✆ 405-737-0006

🖷 405-443-2760

✉ ashley.mcalister

@raymondjames.com

Haley Likens
Client Service Specialist, RJFS

✆ 405-737-0006

🖷 405-443-2760

✉ haley.likens@raymondjames.com

Shelby Morris
Client Service Specialist, RJFS

✆ 405-737-0006

🖷 405-443-2760

✉ shelby.morris@raymondjames.com

Are you ready?

Let's talk retirement and make a plan.

Finding Your Fit

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.