OK Lic# 200653
A member of the prestigious National Ethics Association, Patrick has been serving his clients’ retirement needs since 1998. He specializes in helping people who are seriously interested in preserving their hard-earned assets for themselves and leaving a legacy for the generations that will follow them.
Patrick conducts regular client seminars and educational workshops open to public free of charge. Although he has been awarded by many institutions with certificates of achievement, plaques and trophies, the greatest compliment he receives is when a delighted client thanks him for his service and for explaining complicated financial matters in language everyone can understand.
He is eager to answer questions and works diligently to help his clients have a safer and secure retirement.
OK Lic# 3000166549
Becky has been a vital member of the Freedom team since we opened our doors in 2011. She was Patrick’s first Assistant and Marketing Director, and did much the back-office work that made our company the success it is today. After years of working behind the scenes, she is now very excited about the prospect of assisting our clients in a more personal way by meeting with them to discuss their Medicare health questions and concerns. As a licensed independent agent with multiple health insurance companies to choose from, Becky has access the best Medicare plans to fit you and your needs. Whether you are just now turning 65, are losing a plan and need new insurance, or are looking to make a change during open enrollment, Becky is here for you.
Accountant / Policy Administrator
(bio coming soon)
OK Lic# 3000154066
Sooner born and Sooner bred,” Melissa is a Norman native and attended the University of Oklahoma. With over ten years of experience in office administration, she joined the Freedom team in the spring of 2016 as Patrick’s executive assistant and is also a licensed agent, able to help our clients with questions about their annuities or life insurance policies. Whether she is planning our next client appreciation event or answering the phone, she is happy to help to the best of her ability.
(bio coming soon)