mplumbtree@theestablishmentOK.com | 405.249.4907
Prepare. My dad was a CPA and I watched him prepare taxes for everyone around us. When he died suddenly, we realized that he hadn’t taken time to plan his own financial path. I realized I wanted to help people become confident in their financial future and I went into the financial services industry. When people understand what they have, they can confidentially plan for their future.
I often find that people don’t take time to prepare because they feel they don’t have the resources or they don’t know who to trust for guidance. The most rewarding part of my work is when I understand their lives and their goals, and can help the two intertwine.
During my spare time, I spend time with my two girls, attend concerts, check out local breweries, and enjoy what OKC has to offer. They have added so many events/venues over the past few years, there is always something new to try. I am active in a various non profits in OKC. One that is especially close to my heart is Patient Housing Assistance. They help families and patients with temporary housing when they are seeking treatment at MD Anderson.
Born and raised in Yukon, OK. Wanted to grow up to be a pediatrician. I enjoy rap and really want to go to a Ludacris concert.
“Stuck in the Middle with You” by Stealers Wheel
The Great Gatsby