Comprehensive Financial Planning

Get a complete view of your finances—and a clear plan forward.

Comprehensive financial planning brings every aspect of your financial life into focus. From cash flow to investments, insurance to retirement, we provide a coordinated strategy that helps you pursue your goals with clarity and confidence.




Coordinated Planning


We start by identifying your priorities and analyzing your full financial picture. Then we create an actionable plan, guide you through implementation, and meet regularly to ensure everything stays aligned with your goals.

Personalized Wealth Strategies


Our planning process integrates budgeting, investment strategy, insurance needs, and estate considerations. We evaluate where you are today, where you want to go, and how to align your financial decisions to stay on track for the long run.

Ongoing Plan Adjustments


Life changes, and so should your financial plan—we regularly review and refine your strategy to keep you on track.

Does your financial plan adapt to your evolving needs and future goals?

WHO WE ARE

Scott has spent most of his life listening—first behind the barber’s chair, now across the table from families, business owners, and individuals planning for their future. Whether clients are navigating a career pivot, responding to a volatile market, or facing a major life decision, Scott believes that real guidance starts with asking the right questions and truly hearing the answers.


After running Scott’s Barber Shop in Elk City for nearly a decade, a health issue led him to change course. That transition opened the door to a lifelong passion—investing, planning, and helping people make confident financial decisions. Since founding Sooner Wealth in 2018, Scott has earned his Series 6, 7, 63, and 65 licenses and is currently pursuing his ChFC®. But more than credentials, he brings perspective.


He works best with people who are driven, self-made, and often overwhelmed by financial “rules.” His mission is to simplify the complex and help clients move forward with clarity and confidence.

Scott sees financial planning not as a product, but a partnership. He works with clients over years—not just months—helping them navigate life’s changes with a plan that adapts as they do. His ambition is rooted in outcomes: helping each person gain more clarity, control, and confidence in their financial decisions.
Man in a suit, smiling broadly, against a dark background. He is wearing a pink shirt and patterned tie.