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Our Firm

Our firm was founded on the belief that personal relationships matter. Even in this fast paced  world we live in, we still believe delivering personal service and independent investment advice matters to our retirement plan and individual clients.

Our clients have told us that the best value for them is integrated, systematic and holistic retirement plans, strategies and implementations and underscores our commitment to:

  • Provide you with unbiased retirement plan design and support
  • Seamlessly enroll your employees and provide them with onsite financial and retirement planning to support their financial wellness journey
  • Provide you through our fiduciary review, when working with advisory accounts, a thorough evaluation of the main areas of your plan to determine if excess fiduciary liability exposure exists
  • Provide you a dedicated integrated technology platform designed to minimize your plans costs and provide fee transparency with the goal of improving thus increasing retirement outcomes for you and your employees
  • Provide you a 100% fee-for-service relationship. By eliminating commissions our retirement plan professionals can deliver conflict-free advice.

Our goal is to provide you with a central planning and implementation point of contact that saves you Time, Money and Distractions allowing you to focus on operating your business.

Our Team

Choosing to work with us means you will work with one of our retirement plan professionals who has earned either one or multiple financial services designations that denotes they meet certain competency, professional and ethical standards established by the granting organization.

Working with us means you will have access to individuals that have pursued and obtained designations such as Chartered Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Chartered Retirement Plan Counselor (CRPC®) and others in order to serve you better.

You can meet our team here and view their retirement plan experience and credentials:

Dennis Davis, AIF®, CFP®, CLU®, ChFC®

Investment Advisor Representative


Dennis is a CERTIFIED FINANCIAL PLANNERTM Professional and is an Investment Adviser Representative of Voya Financial Advisors. He focuses in retirement planning including accumulation, preservation and distribution. He has a Bachelor...

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John Lamb, CRPC®, AIF®

Investment Advisor Representative


John is a Chartered Retirement Plan Counselor, an Accredited Investment Fiduciary and is an Investment Adviser Representative of Voya Financial Advisors. He focuses on retirement planning including accumulation, preservation, and...

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Mark Hahn, CRPC

Investment Advisor Representative

(918) 392-3303

Mark focuses on financial planning, wealth accumulation, and income distribution to help his clients achieve their financial goals. He earned his Bachelor of Science degree from Illinois State University in Normal, Illinois. He is...
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