Associates

 

The professionals and support staff at Union Financial Advisors are here to help you craft a wealth care plan that addresses your needs. Through an ongoing consultative approach, we stay aware of changes in your life, looking closely to see how those events can affect your future plans and goals. Whether you are planning for yourself, your family, or your business, we take a personal interest in helping you “live your dreams!”.

Stephen P. Regouby, CFP®    
sregouby@unionfinancial.com

Tulsa: 918.627.2500 

Steve Regouby is a member of Union Financial Advisors, LLC.  Steve has lived in Tulsa for over thirty three years and has provided comprehensive wealth care planning advice and services to his clients since 1982. Steve is a complete financial planner who believes in helping clients with comprehensive financial services in all ten key areas of wealth care planning, with an emphasis on individual retirement, investment, and insurance planning. Steve has been a Certified Financial Planner practitioner since 1987 and is a member of the Financial Planning Association.  

 


Steven A. Henderson, CPA, PFS, CFP®  
shenderson@unionfinancial.com

Tulsa: 918.627.2500 

Steve Henderson is a member of Union Financial Advisors, LLC .  Steve has lived in Tulsa since graduating from the University of Arkansas in 1978 and has provided financial advice to clients for over fifteen years.  Steve is a complete financial planner who believes in helping clients with comprehensive financial services in all ten key areas of wealth care planning, with an emphasis on tax, retirement, and estate planning for individuals and small business owners. Steve is a Certified Public Accountant and a Certified Financial Planner practitioner.  He is also a shareholder in the CPA firm of Henderson & Ramsey, P.C., and is a member of the American Institute of Certified Public Accountants and the Financial Planning Association.

 


Doane F. Harrison, CPA, PFS 
dharrison@unionfinancial.com

Norman: 405.329.3110 

Doane Harrison is a member of Union Financial Advisors, LLC. Doane received an accounting degree from the University of Oklahoma, and an MBA degree from the University of Texas. He served as a US Army Finance Officer in Germany. Doane is a complete financial planner who provides comprehensive financial services in all ten key areas of wealth care planning, with an emphasis on tax planning, retirement planning and investment management for individuals and small businesses with many clients in the health care field. Doane has been a Certified Public Accountant since 1972, practicing in Norman since 1977 and is also a Personal Financial Specialist. He is the owner of the Norman, OK CPA firm, Harrison Associates, PC, and a member of the American Institute of CPAs and Oklahoma Society of CPAs.

 


Douglas R. Morris, CFP® 
dmorris@unionfinancial.com

Perry/Norman:  580.336.2054 

Doug Morris is a CERTIFIED FINANCIAL PLANNER™ practitioner with Union Financial Advisors, LLC. Doug graduated with a double major in accounting and finance from Oklahoma State University in 2001. Upon graduation he partnered with his father and began providing comprehensive financial planning for the clients of his father's tax practice, Morris Accounting Services, in Perry, OK. In January 2013 his financial planning practice merged with Union Financial Advisors, LLC. Doug is a complete financial planner providing comprehensive financial services in all ten key areas of wealth care planning, with an emphasis on tax planning, retirement planning, and investment management. Doug currently serves clients from both the Perry and Norman offices.