Jennifer Nichols, AAMS

Financial Advisor - Tulsa Office

As a Wealth Manager, I believe it is important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your tax advisors, attorneys and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

I began my career in 2005 as a Financial Advisor in Tulsa, OK. I have been in many leadership roles within the firms that I have been affiliated with. I also hold an AAMS accreditation, and am a member of the local Tulsa Chapter of Kiwanis.

I earned a Bachelor of Science degree from Oklahoma State University in Stillwater in 1999.

My executive assistant, Jean Young, has more than 15 years experience in the industry and has been a part of my team since 2009. She is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions regarding your statement, dividends, stock certificates or your account in general.

At CastleRock Financial Advisors we are focused on you! Our firm has the back office support and advanced technology ready to serve you and help you reach your long-term financial goals.

I myself have a family, and I am dedicated to helping you and your family as if they were my own!

Phone 918-764-9262
Fax 918-764-9388