Marks & Associates

06/14/2026

Happy National Children’s Day! 💛

Celebrating all the amazing kids in our office, at every age and stage.

Say hello to Charlie, our newest little teammate! 🎈

06/10/2026

Who's this Wednesday!

Here’s this week’s spotlight: Tyler Toth

Tyler is one of our Financial Advisors and has been with Marks & Associates for nearly 2 years.

🏀 Favorite sports team: Oklahoma City Thunder
⛳ Go-to weekend activity: Hitting the golf course
💬 What Tyler enjoys most: Building genuine relationships with clients and getting to know who they are beyond their finances. He enjoys learning about their goals, values, and what truly matters to them. It’s rewarding to build those relationships and help people make progress toward what matters most to them.

06/08/2026

A few weeks ago, we hosted our annual Shred Event, and what a turnout! Clients stopped by to safely shred old documents while enjoying refreshments. Thanks to everyone who came out and made it a fun morning!

06/05/2026

A little treat to sweeten the day! Happy National Donut Day! 🍩

What is your go-to donut order? Drop it in the comments below! 👇

06/03/2026

Who's This Wednesday!

Here’s this week’s spotlight: Emily Smith

Emily is our intern this summer! She is a senior at Oklahoma State University, majoring in Finance with a minor in Economics. She’s originally from Moore, OK.

🎹 Favorite hobby: Playing the piano
👨‍👩‍👧‍👦 Go-to weekend activity: Spending time with friends and family
💬 What Emily enjoys most: Being part of such a friendly and encouraging office. She values how everyone is invested in helping both teammates and clients succeed. Emily has also found it especially insightful to sit in on client meetings. She also has enjoyed learning how each person has a unique story and sets of goals and getting the opportunity to observe and contribute where she can.

06/02/2026

June is Personal Finance Month!

Regular check-ins with your advisor matter. An annual financial review can help you:
✅ Understand how life changes may impact your finances
✅ Revisit and refine your goals as priorities shift
✅ Identify opportunities to stay on track, or even get ahead
✅ Review your investment strategy and make adjustments if needed
✅ Stay informed about changes in the financial landscape

Life changes, markets shift, and priorities evolve over time. Your goals deserve a plan that evolves with you. 💼📈

05/29/2026

529 Day is a great reminder: the earlier you plan, the more opportunities you can create.
Whether you're just getting started or refining your strategy, we’re here to help you understand your college savings options.
👉 Learn more:

What to consider as you choose an appropriate saving vehicle to meet your goals.

05/27/2026

We're starting a new series this summer called Who's This Wednesday! Each week, we'll shine a spotlight on the people behind our team, so you can get to know us beyond the office. We’re excited to introduce one of our team members and share a little bit about what drives them, both professionally and personally.

Here’s this week’s spotlight: Josh Bakare

Josh is one of our Financial Advisors. He is the newest member of our team and has been with us for 5 months.

⚽ Favorite sports team: Manchester City
🏍️ Go-to weekend activity: Cruising around on his motorcycle
💬 What Josh enjoys most: Sitting in with clients and hearing their stories. The experiences and conversations are often incredibly insightful, and meeting new people with different perspectives is something he finds very rewarding. Josh has also enjoyed learning from others in the office on how to better support and help clients.

05/25/2026

This Memorial Day, we pause to honor and remember the brave men and women who made the ultimate sacrifice in service to our country. Their courage and dedication have made the freedoms we enjoy possible. We are grateful today and always!

05/21/2026

Protect your privacy- safely dispose of old documents at Marks & Associates annual shred event! Join us Saturday, May 30th, from 10am-12pm for secure on-site shredding, coffee, and donuts at our office!

Office address: 9104 N Kelley Ave. Oklahoma City, OK 73131