Simplify Your Finances · Define and Achieve Your Goals
Our team approach is a designed to help clients as their needs change and life happens. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Steve is found to be a good listener and is able to sift through market and life complexities to draw out essential information to help others create an effective path for the future.
Steve is dedicated to learning about his client’s goals, and helping them succeed by providing clarity about all the key areas of their wealth care planning.
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...
Doug enjoys working with clients to help them gain an understanding of different financial planning strategies. He takes great pride in communicating and explaining complex financial topics in a way that each unique client can understand.
One of Blake's favorite reasons for being a financial advisor is the opportunity to help a client go from a sense of uncertainty about their financial situation to relief and even excitement about their future.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.