Chisholm Trail Wealth Planning

Chisholm Trail Wealth Planning Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Chisholm Trail Wealth Planning, Financial planner, 16364 Muirfield Place Suite 150, Edmond, OK.

05/27/2026

Let’s not let your money sit around. I can help you put it to work with the right financial plan. Reach out to learn more.

05/21/2026

Let’s normalize talking about your finances. Reach out to me and we’ll get the conversations started.

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.
05/18/2026

I can help you put your money in drive so you can enjoy the road to financial freedom. Reach out to me to learn more.

05/13/2026

I want to help your money with all the big plans you have this summer. Reach out to learn more.

05/06/2026

I will help you with the money side of life so you can focus on the doing-things-you-love side of it. Reach out and we can work together.

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Le...
04/29/2026

Most money “problems” lead back to a simple solution—starting a financial plan now. I'm here to help you get it done. Let’s chat.

04/23/2026

The world totally opens up when your money feels stable. With a solid financial plan, I can help you find the calm and confidence you want to live your life. Reach out.

Chisholm Trail Wealth Planning Event:Mother’s Day Makers: Dads/Grandads + Kids 🌷Bring your little ones and make a flower...
04/17/2026

Chisholm Trail Wealth Planning Event:

Mother’s Day Makers: Dads/Grandads + Kids 🌷
Bring your little ones and make a flower arrangement for the special mom in your life — then give her the night off. We’ll provide flowers and step by step help. No experience needed!

Moms: please forward to your spouses!

Dates at each of our locations:

5/6/26 • Time: 5-7 PM Come and go• Location: Rose Creek Country Club (17031 N May Ave. Edmond, OK 73012)
• Dinner, drinks, and treats provided •

5/7/26 • Time: 5-7 PM Come and go• Location: the ALT Room (4512 E 51st St, Tulsa, OK 74125)
• Dinner, drinks, and treats provided •

5/8/26 • Time: 3-6 PM Come and go• Location: Park Springs Park (300 NW 10th St, Bentonville, AR 72712)
• Dinner, drinks, and treats provided •

Questions? Reply here or email [email protected]. We’d love to see you there!

04/15/2026

Want to notice a major difference in your day-to-day and beyond? I can help you make a financial plan that gives you more direction and quiets the noise. Reach out. Let’s talk.

How do your tax refund grades stack up? Reach out to me if you want to prepare for your best scores ever.
04/08/2026

How do your tax refund grades stack up? Reach out to me if you want to prepare for your best scores ever.

Address

16364 Muirfield Place Suite 150
Edmond, OK
73013

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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