wealth management. life planning.

Our innovative and dynamic approach to financial advising
considers the person and family first.
Check the background of this firm on FINRA’s BrokerCheck
Check the background of this investment professional on FINRA’s BrokerCheck

our process.

clarify your goals
We take the time to understand the things most important to you.
customize
Our clients enjoy the innovative and collaborative approach to planning for their financial needs.
action
What steps should be implemented to help reach your goals and preserve your wealth?
monitor
What steps are you taking to ensure you are prepared for unexpected financial events in your life?
communicate
We utilize many ways to communicate any changes that affect you financially.
repeat
We make sure that we evolve with you! As your life and your goals change, we make sure your financial plan does to.

who we serve.

innovators
We love working with people who are free-thinking, open-minded and independent. Innovators act on their ideas and find creative ways to accomplish their goals.
investors
We have found that our best effort and energy is given to people who are willing to work hard, are committed to their future, and don’t waste their time. This is who we are, so this is who we serve best.
dreamers
Life is meant to be enjoyed. We are drawn to people who are positive, optimistic, and live purposefully. Dreamers are always keeping their eyes on the future but living for today.

the team.

We think you’re going to love us! Seriously, you really will.
“Great things
never came from
comfort zones.”
– Rajat Dogra –
TAYLOR HART
Financial Advisor Assistant
“You can easily judge the character of others by how
they treat those who can
​do nothing for them.”
– Malcolm S. Forbes -
KEITH HOLSTEN
Sr. Financial Advisor, RJFS
​ CEO, KHF

investing in our community
means giving back.

We invest in our community because relationships
and connections are part of the foundation of all that we do!
  • Back a Teacher Program / Enid Public Schools (Teacher entry form) (Back a Teacher brochure)
  • 4RKids / Volunteering, Fundraising, Donating
  • Enid Running Club / Triangle Insurance Great Land Run
  • Main Street Enid / Silver Partner, Sponsor of Food Trucks on Broadway, Downtown Dogfest & Oktoberfest
  • Social Community Events
  • Educational & Social Client Events

Raymond James is not affiliated with any of the organizations mentioned above.

let's get started!

Schedule a Consultation. No commitment required.