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4111 S. Darlington Avenue, Suite 800, Tulsa, OK 74135    |    (918) 664-0081    |    Get Office Directions

Financial Strategies for Life 

Team

 

Randy Cowell, LUTCF, CFP®, CRPC®

President and Senior Strategist

(918) 664-0081

(918) 663-4677

R.C. (Randy) Cowell obtained a Master of Science degree in Geology from the Herff College of Engineering at the University of Memphis in 1977. After spending nine years as an Exploration Geologist, he entered the financial services...

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Kent Thiessen, CLUⓇ, ChFCⓇ

Vice President of Operations

(918) 664-0081

(918) 663-4677

Kent Thiessen is Vice President of Operations. For 17 years, he has personally used the LEAPⒸ planning process, seen firsthand the effectiveness and success of a structured plan and offers a unique planning perspective for clients....

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Sarah Willis

Executive Assistant

(918) 664-0081

(918) 663-4677

Sarah Willis holds our Executive Assistant position. She has been a member of our team for almost 4 years. Her caring approach and attention to detail make her a perfect fit for our company and clients. She has been happily married...

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Stephanie L. Dixon, CLTC

Client Relations Manager

(918) 664-0081

(918) 663-4677

Stephanie Dixon is our Client Relations Manager. Stephanie uses her experiences from years of customer service in the financial services industry as a tool to seamlessly guide clients through the financial planning process. Her passion...

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Justin Cowell

Financial Strategist

(918) 280-7319

(918) 663-4677

Justin graduated with a Bachelor's of Science degree in Business Administration from John Brown University in 2007, where he also played collegiate soccer. Upon graduation, the door that opened for Justin wasn't in the business sector,...

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