Vision & Values

We conduct business based on principle, and not simply for profit. Our vision, mission, and values make us who we are, and are the secret to our success.


To build a financial services organization that helps people fulfill their dreams and helps make Owasso and surrounding communities a special place to live, work and worship.


To build mutually beneficial relationships by providing quality service to our clients while maintaining high ethical standards.


Integrity. Caring. Excellence.

No single value is more important than another, and we believe all three are essential to accomplish our vision and mission. We feel so strongly about these values that we elected to have them inscribed in stone above the entrance to our main building. They serve as a daily reminder to our employees of the high standards we require, and as a source of reassurance to our clients about our commitment to them.