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Our Experienced Team

OUR PEOPLE ARE OUR MOST VALUABLE RESOURCE

The Chestnut Street Advisors team is a group of talented, experienced and motivated individuals.  Our licensed and registered financial professionals have over 120 years of combined experience helping people like you achieve their goals and dreams.  Their expertise in things like retirement income planning, retirement healthcare, investment management, financial planning, estate and tax planning, and insurance is second to none.

Our support staff is experienced in serving the needs of our clients. They have served in broker dealer and registered investment advisor back offices, financial planning offices, and securities branch offices.  They are committed to excellence and understand your need for competence, courtesy and confidentiality.

Our people have one goal in mind, and that is to deliver the best financial and life advice possible in a careful and courteous manner while being consistent with the firm’s values.



I was born in 1951 and raised in the Wichita, KS area. My dad was a World War II navy veteran who spent 34 years working as an electrical engineer for Boeing. My parents also owned and operated two restaurants in our home town. That’s...

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I was born in 1955 and raised in McAlester, OK. My parents owned a Best Western motel and restaurant there and I grew up working as a bell hop, dishwasher, bus boy, groundskeeper, pool attendant, etc. When I wasn’t doing that I played...

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I was born in 1982 and raised in Tulsa, OK. My dad is a financial advisor and my mom is a homemaker. I played baseball through my junior year at Memorial High School and then started working at a vinyl shop. In college I was a school...

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I am a third-generation Oklahoman and other than short stays in Dallas, TX & Shreveport, LA, my childhood was spent in Edmond. My mother passionately taught school for over 40 years & my father had a long & distinguished career in...

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I was born in Dinuba, CA. As a young man, I swam competitively. I received my undergraduate degree from Oregon State University in 1974. I received my MBA from the University of Oregon in 1976, and consider myself a lifelong student. I...

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The Patriot on Chestnut Street is dedicated to helping you make better financial and life decisions. We hope the information you find in our blog posts is informative, entertaining, useful and full of wisdom.

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