CONNECT

Address:

5800 E. Skelly Drive, Suite 901
Tulsa, OK 74135

1107 W. Main Street
Collinsville, OK 74021

Phone:

(918) 764-9262 Tulsa Office,Phone: (918) 371-6565 Collinsville Office

Fax/Other:

(918) 764-9388 Tulsa Office,Fax: (918) 371-6566 Collinsville Office

Tulsa Office

 

 

 

 


5800 E. Skelly Drive, Suite 901
Tulsa, OK 74135

Phone: (918) 764-9262
Fax: (918) 764-9388


Jennifer Nichols, AAMS
Wealth Advisor
jennifer@castlerockadvisor.com

BACKGROUND
Jennifer's career began in 2005 as a financial advisor in Tulsa. She holds an AAMS accreditation (Accredited Asset Management Specialist), and is a member of the National Association of Professional Women. She earned a Bachelor of Science Degree from Oklahoma State University in Stillwater in 1999. Being in various leadership roles within prominent firms has allowed her to build a network of successful professionals to share ideas and goals with in order to continue serving in the best interest of her clients.

FOCUS

As a wealth manager, Jennifer dedicates her time to not only be your advisor, but also your family's advisor. Her focus is on understanding all of what you are working toward before you invest. She has adopted a holistic planning philosophy that encompasses insurance, estate planning, college financial planning, healthcare, long-term planning and debt management. 

AWAY FROM THE OFFICE
She has a husband and two children who enjoy coming to various client events. Jennifer credits her family's love and support for the drive to treat each client as if they were a part of her own family.

 

 

Jean Young
Executive Administrative Assistant
jean@castlerockadvisor.com

Background and experience

Jean graduated from OSUIT in 1991 with a degree in legal studies. She worked in the legal field for 5 years before moving into the financial services industry in 1996. Her many roles over the years range from being on the front lines as the first person you meet or speak to on the phone to working diligently behind the scenes to ensure all operational processes such as account transfers, money movement or new business is completed efficiently. She has worked with different financial advisors and broker/dealer firms over the span of her career until finding the right combination with Jennifer in 2009.

Focus

Jean oversees all aspects of client services, operations and marketing to provide for each client's unique needs.  But her main goal is to make sure each client has a feeling of comfort and peace of mind that they are being taken care of as though they were her own family.  Getting to know clients in their daily lives as well as their families is the philosophy she and Jennifer have always shared in their business. 

Away from the office

Jean has two grown children, Cydni and Rustin. Being a semi empty nester, she and her boyfriend, Larry enjoy traveling to historical places, boating, camping and riding Harleys.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck