Broker Check

Our Team approach helps you 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.

Stephen P. Regouby, CFP®



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...

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Steven A. Henderson, CPA, PFS, CFP®, CKA®



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...

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Doane F. Harrison, CPA, PFS



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...

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Douglas R. Morris, CFP®



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...
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Blake Willcox

Blake graduated with a finance degree from the University of Central Oklahoma in 2007. Blake is a CFP® practitioner who specializes in helping individuals and business owners with comprehensive financial planning. He believes that...
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Client Centered

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.

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