Prepare your estate and legacy with clarity and care.
Trust and estate planning is about more than distributing assets—it’s about protecting your wishes, minimizing conflict, and providing for your loved ones. We work with you and your legal team to craft a plan that reflects your goals and values.
Coordinated Planning
We begin by listening to your goals and reviewing your current plan. Then we work with your attorney to implement the appropriate legal structures and meet regularly to keep your plan up to date.
Personalized Wealth Strategies
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.
