2017 Advisor Symposium

This year we are excited to be joining our advisors from across the country here in Bartlesville for our annual Advisor Symposium. These meetings present a great opportunity for higher learning as well as team-building! We will spend 3 days expanding … Continued

Harley Party

We are excited to be sponsoring and attending this year’s Harley Party benefiting the Bartlesville Boys and Girls Club!

Client Appreciation Day!

Our annual Client Appreciation Day is coming up! Join us on October 1st at Clyde Lake in Woolaroc for food, fun, live music, and much more!

2016 Advisor Symposium – Kansas City

This year we are very excited to be joining our advisors from across the country in Kansas City for our annual Advisor Symposium. This is always a great learning opportunity for our team as well as time to focus on relationship … Continued


We are excited to announce that next Fall we will be hosting a financial literacy class for Bartlesville High School Students. The class will cover various topics such as budgeting, saving, taxes, life after high school and more. One student … Continued

2015 Bartlesville Christmas Parade

We are getting very excited for this year’s Christmas parade! We have been working very hard to top last year’s float and hope to see everyone there! The parade will be Saturday, December 5th at 5:30 in downtown Bartlesville. 

Hops for Hope Sponsors

We are excited to be sponsoring Hops for Hope this year! We cannot wait to see everyone at the hangar on Saturday November, 7th at 6:30!    

Another Successful Client Appreciation Day!

We had a great time seeing all of our amazing clients and their guests! We want to thank everyone for coming out to our annual Client Appreciation Day and we cannot wait until next year’s event! #SFG20 #SFGeverywhere