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About

Professional Financial Advisor

Who We Are
About Hearth & Village Community Connect

At Hearth & Village Community Connect, we provide personalized financial guidance for individuals, families, professionals, and business owners in Tulsa, OK and the surrounding areas. Our goal is to help clients make confident decisions about retirement planning, investment management, wealth preservation, and long-term financial planning through clear communication and thoughtful strategies.

We understand that every client’s financial situation is different, which is why we take a personal approach to every relationship. Whether you are preparing for retirement, reviewing your investment portfolio, planning for future expenses, or looking for a trusted financial advisor in Tulsa, OK, Hearth & Village Community Connect is here to help you create a plan that supports your goals today and in the years ahead.
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Meet Our Team
 

Staff Member

Michael B.

Financial Advisor
Staff Member

Lauren H.

Retirement Planning Specialist
Staff Member

David C.

Client Relationship Manager

Frequently Asked Questions
 


What does a financial advisor do?
A financial advisor helps clients make informed decisions about saving, investing, retirement planning, wealth management, and long-term financial goals. At Hearth & Village Community Connect, we work with clients in Tulsa, OK to create personalized strategies based on their needs and future plans.
 

When should I meet with a financial advisor?
You can benefit from meeting with a financial advisor whenever you are making important financial decisions, planning for retirement, managing investments, changing careers, starting a family, or preparing for major life events. The sooner you begin planning, the more options you may have for building a strong financial future.
 

Do you offer retirement planning services?
Yes, Hearth & Village Community Connect offers retirement planning services to help clients evaluate savings, income needs, investment strategies, and long-term financial goals. We help clients in Tulsa, OK create retirement plans designed to support confidence and stability.
 

Can you help with investment management?
Yes, we provide investment management guidance based on your goals, risk tolerance, timeline, and overall financial picture. Our team helps clients better understand their investment options and build strategies that align with their long-term objectives.
 

How do I get started with Hearth & Village Community Connect?
Getting started is simple. Contact Hearth & Village Community Connect to schedule a consultation, discuss your financial goals, and learn how our financial planning services in Tulsa, OK can help you move forward with confidence.
 

Start Planning Your Financial Future Today

Work with Hearth & Village Community Connect in Tulsa, OK for personalized financial guidance designed to help you move forward with confidence.
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