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Tami B

CFP®, Series 66

Oklahoma City, OK

Thurston Springer Advisors

Tami Bearden is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Thurston Springer Advisors since 2024 and previously spent 19 years at T. S. Phillips Investments, Inc. in Oklahoma City, OK. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting services. The firm employs a range of investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Adam C

Series 66

Oklahoma City, OK

Thurston Springer Advisors

Adam Christensen is a financial advisor with Thurston Springer Advisors, holding a Series 66 credential and 12 years of industry experience. He has worked at Thurston Springer Financial since 2024 and previously at T S Phillips Investments, Inc. from 2015 to 2024. In addition to his advisory role, Christensen is an attorney managing Christensen Law Group, where he handles general business law, insurance defense, and estate planning matters. Thurston Springer Advisors serves individuals, corporations, charitable institutions, foundations, endowments, estates, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies alongside fundamental and technical analysis, managing accounts predominantly on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew R

Series 63, Series 66

Oklahoma City, OK

Thurston Springer Advisors

Matthew Roberson is a financial advisor at Thurston Springer Advisors with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at T. S. Phillips Investments, Inc. for 13 years before joining Thurston Springer Financial. Outside of his advisory role, he is involved with Robo Grand Holdings LLC, a real estate investing business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans. The firm utilizes a variety of investment strategies such as Tactical Momentum and Earnings Momentum processes, combining fundamental, technical, and cyclical analysis to manage portfolios across multiple asset classes.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Tania S

Series 66

Oklahoma City, OK

Thurston Springer Advisors

Tania Smith is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding a Series 66 designation and 19 years of industry experience. She previously worked at T.S. Philips Investments, Inc. for eight years before joining Thurston Springer Financial. Smith is involved in community service, serving on the Britvil Food Pantry and as Assistant Treasurer of the Aenon Bible College Alumni Auxiliary of the OSC Pentecostal Assemblies of the World. Thurston Springer Advisors serves a diverse client base including individuals, corporations, and charitable institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum and provides both discretionary and non-discretionary retirement-plan investment management services.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Patricia B

Series 63, Series 65

Oklahoma City, OK

Thurston Springer Advisors

Patricia Burrus is a financial advisor at Thurston Springer Advisors with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 14 years before joining Thurston Springer in 2024. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical and Earnings Momentum, fundamental and technical analysis, and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jean H

Series 63, Series 65

Oklahoma City, OK

Thurston Springer Advisors

Jean Haas is a financial advisor with Thurston Springer Advisors in Oklahoma City, holding Series 63 and Series 65 licenses and 14 years of industry experience. His previous roles include positions at T.S. Phillips Investments, LPL Financial, Shaw Financial Services, and Axa Advisors. Outside of financial services, Haas is involved in a family horse racing and farming business. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts using discretionary and non-discretionary approaches.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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William H

CFP®, Series 66

Oklahoma City, OK

Thurston Springer Advisors

William Hughes is a CFP® with 13 years of industry experience, currently serving at Thurston Springer Advisors since 2024. Prior to this, he worked for Phillips Capital Advisors, Inc. and T S Phillips Investments Inc. for ten years. He is active in the Oklahoma City community as Treasurer Elect of the Rotary Club of Oklahoma City and serves on the Rotary Club Foundation Board as well as the advisory board for Food and Shelter of Norman, Oklahoma. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, providing financial planning, portfolio management, and retirement-plan consulting. The firm employs Tactical and Earnings Momentum strategies along with fundamental and technical analysis, managing accounts through discretionary and non-discretionary approaches.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Wanda R

Series 63, Series 65

Oklahoma City, OK

Thurston Springer Advisors

Wanda Ross is a financial advisor at Thurston Springer Advisors with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Phillips Capital Advisors, Inc. and T.S. Phillips Investments, Inc. for 19 years before joining her current firm. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs various investment strategies such as Tactical Momentum and Earnings Momentum, and manages accounts primarily on a discretionary basis under its Compass agreements.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Damon M

Series 63, Series 65

Oklahoma City, OK

Thurston Springer Advisors

Damon Moran is a financial advisor at Thurston Springer Advisors with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T S Phillips Investments, Inc. for 12 years before joining Thurston Springer Financial. Moran is also involved with Moran Wealth Management, LLC, which focuses on tax-related matters, and DKM LLC, which provides health insurance services. Thurston Springer Advisors serves a diverse client base including individuals, corporations, charitable institutions, and retirement plans, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a range of investment strategies such as Tactical Momentum and Earnings Momentum and manages accounts primarily on a discretionary basis.

Wealth management General estate planning guidance General retirement planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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