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580-332-4144

Go Your Own Way

Go Your Own Way

You have goals, we have expertise. Together, we can chart a course to your financial success.

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We Work For You

We Work For You

We build success through wise planning.

We believe we offer a better client experience through transparency, service, and a superior investment management process. We strive to be efficient and effective.

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Check Out Our Video Rotator Below

Check Out Our Video Rotator Below

Our short videos are engaging and informative and will prompt you with questions to ask your advisor.


A New Approach to Planning

Our services range from financial planning to investment management. No matter what, though, our focus is you.

Our Process

We create strategies that are tailored to your needs and goals. 

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Legacy. Impact. Integrity. Respect. We believe values matter, and we live by ours every day.

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WHAT OUR TEAM HAS TO SAY


  • "For us, community service is not a program, but a way of life. We see it as part of our overall practice as a professional financial services provider."

    - Roger Gaddis

    Founder

  • “Our mission is to provide a service for our clients above and beyond their expectations. We want them to have more free time to do what is most important in their lives.”

    - Roger Gaddis

    Founder

  • “We believe that we have an obligation to educate our clients and community, so they can make the decisions that are in their best interest.”

    - Derek Hines

    Partner

  • “Our purpose is to help clients build success through wise investments.”

    - Derek Hines

    Partner

We're very pleased to announce that Derek Hines has been selected as a SmartVestor Pro by Dave Ramsey.

Being a SmartVestor Pro means that Derek is Dave Ramsey's endorsed financial advisor for the South Oklahoma City, Oklahoma and the Mount Pleasant, Texas area.

If you have any questions or want to know more, please give Derek a call!

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Working with a SmartVestor Pro does not guarantee investment success, and no assurance can be made that working with a SmartVestor Pro will produce better results than working with a financial professional not affiliated with the program. Financial professionals pay a fee to be a SmartVestor Pro. Neither Dave Ramsey nor SmartVestor are affiliates of or affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.

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Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."
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