We’re a firm built with individuals that have great experience dedicated to serving the needs of everyday people. We’re based in Oklahoma, not in New York or Chicago; so our values are those of Main Street – not Wall Street.
To demonstrate those values and our commitment to protecting and preserving your wealth we have adopted a logo consisting of three powerful Native American symbols.
The Protection Symbol consists of two arrows within a circle. The arrows represent our commitment to actively defend your wealth against all threats, just as Native American warriors protected their communities from enemies.
The circle represents family which is the reason for wealth in the first place. We adopted this symbol to remind ourselves that our mission is to protect and preserve your family’s wealth.
The black circle or dot in the center is the air symbol which represents life. We put it there to remind ourselves that money is critical to life. When we protect your wealth we are protecting lifestyle and your family’s life.
These symbols tell you everything that you need to know about us. We are a different type of wealth consultant firm – a team of professionals dedicated to protecting and growing your money. We work to achieve that goal through the use of covered call options; which we believe to be the most powerful weapons for the protection of wealth available today.
Jerome Alexander – Professional Wealth Consultant
Our chief wealth consultant – Jerome Alexander is a down to earth person, who loves spending time with his daughter Addie, rescue dog Lou and being around horses.Even though he has had 20 years of experience in the financial services industry. Jerome still lives and works in Oklahoma, where he was raised.
Before striking out on his own, Jerome worked with some of the biggest names in the business including American Express, Ameriprise and American Skandia (now Prudential). Since he has run his own business for seven years, Jerome has a unique understanding of the needs of entrepreneurs and small business people.
Two decades of experience has given Alexander a deep understanding of financial markets, financial products and his customers’ needs. He understands the financial pressures that family’s face in today’s environment and works hard to find financial products that will protect their wealth.
Jerome holds a degree in Marketing from Southwestern Oklahoma State University. He currently holds Series 7 and Series 66 licenses from FINRA. Alexander is also licensed to sell insurance in several states including Oklahoma, Missouri, Kansas, Texas, California, Arizona, Connecticut and Virginia. This enables us to service clients all over the country.
To better serve his clients; Jerome has completed the certified financial planner (CFP) curriculum from Minnesota State University. He’s now in the process of using that training to become a certified financial planner.