About Us
We believe in empowering our clients with financial knowledge and confidence to help them pursue their life goals. Using customized, goal-oriented investment strategies, we will work with you to create a strategy that works for you.
Meet Our Team
Kyle Reuter
Managing Director - InvestmentsA Bit About Myself
I grew up in El Reno, OK and graduated from Oklahoma City University in 1999 with a degree in Finance. My career as a financial advisor started when I interned with Smith Barney in 1997. In the years that followed, I became part of a team that managed in excess of $400,000,000 for roughly 300 families. Today, after 20+ years in the financial services industry and as the senior member of my own team, I still thoroughly enjoy helping families navigate the complexities of their wealth.
Away from work, my wife Jenni and I have two children: Grayson and Peyton. We spend most of our free time chauffeuring them between their school functions and sports events.
My Favorite Part of This Job
Though it sounds cliché, the most enjoyable aspect of my job is connecting with people. At the beginning of a new client relationship, the majority of families come to us feeling two key emotions: Overwhelmed and under-informed.
After a short time working together, there comes a point where we finally break through and for the first time, they “get it”. For some, it’s an understanding that they have accumulated the resources they need to live their retirement ambitions; for others, it may include a quiet confidence knowing that their legacy will pass effectively to the next generation. Whatever their intent may be, when a client finally understands that they are on the right path, it’s a great feeling for both of us.
CA license number: 0E83437. Resident State OK.
Jeff James
Branch ManagerSenior Vice President - Investment Officer
Background and Experience
I grew up in Northwest Oklahoma City. I graduated from the University of Oklahoma in 1988. After spending 10 years working in the family business, I began helping clients plan for life's critical financial events as a Financial Advisor in 1999 with Smith Barney. In 2005 I was selected to move my financial practice to Wells Fargo Advisors (formerly Wachovia Securities) and assume the role of Branch Manager. I am fortunate that I get to continue to work with clients and also lead the Edmond Wells Fargo Advisors branch.
My Focus
With 20 years of experience in financial services, I believe our process allows clients the freedom to sleep at night knowing that their investment portfolio is being continually monitored and adjusted as changes arise. I am driven to help empower investors to pursue their passions.
Personal
Away from the office I enjoy playing golf. My wife Christie and I have been married for 29 years and have two boys, Jace and Carson.
CA Insurance License Number: 0L59225. Resident State OK.
Why Invest With Us
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Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.