The idea of “checkups” might take you back to the pediatrician’s office. But we’re doing it a little differently here at The Establishment with our educators through MassMutual Oklahoma. Because no matter how much help you need to get on your way, a painless (and free!) 30-minute financial checkup is a great place to start.

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HOW IT WORKS

Through MassMutual Oklahoma, our educators from The Establishment will sit down with you in a no-pressure setting to talk about your goals and current financial picture.

 

WHAT WE’LL CHAT ABOUT

All things financial are fair game—from student loans and retirement planning to paying down debt and planning to buy your first home. If a topic gets money on your mind, we’re ready to talk about it.

 

WHO YOU’LL MEET WITH

We get it: it’s not always easy to talk about money. But our advisors have seen it all, and are ready to help you get a handle on money need-to-knows—and even have some fun along the way.

 

READY TO GET FINANCIAL?

Schedule your checkup with one of our advisors below.

 

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Aaron Curry, ChFC

acurry@theestablishmentOK.com
405.503.5861

my story

Inspire and influence.  I love to be inspired, and I live to inspire others.  Before getting into the financial services industry, I was in political consulting. Though politics will always be in my blood, in my financial services career, I can inspire someone to step outside of themselves for a moment…to cast a bigger vision… to think of the people they care about….to create a solid plan.
I believe people want to plan for their future but it can be overwhelming, especially if they don’t have a trusted professional to come along beside them. My biggest frustration is knowing that there are more people out there who need help and I haven’t met them yet.

In my free time, I love spending time with people—dinners, church and charity events, golf outings, biking, working out. With my friends, I like to eat, drink, and be merry.

You should know

I was a stunt fighter at Frontier City and loved every minute of it. Best $5 dollar an hour job I ever had. I was born at Great Lakes Naval Hospital but raised in Oklahoma City. I am passionate about keeping kids safe from abuse and finding healing. I have the prettiest wife, who made smart babies.

fun facts

Favorite restaurant

Barrios

Guilty pleasure

Cigar

Drink of choice

Tequila Old Fashioned

Would love to travel to

Europe

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Jason Pinney

jpinney@theestablishmentOK.com
405.486.1427

my story

Freedom.  When I was 17 and looking for a summer job in high school, working at a bank seemed to offer me many future career options.  I have stayed in financial services because I like helping my cleints create freedom by having a solid financial plan. When my clients feel like they have a path to follow, they can be better parents, business owners, and friends.  And our community is a better place.

I often feel the tug of wanting to care for my existing clients, while knowing there are still so many people out there I have yet to meet and work with. Every day, I’m inspired by the idea of financial freedom for myself and my clients.

When I’m not working, I love sports, mostly OU football and kids’ soccer.  You can often find me in the great outdoors, especially during hunting season. An ideal weekend involves doing something fun spontaneously with my wife and kids.

You should know

Born and raised in Bartlesville, OK. Some people say that I can dance. Causes related to sports and neglected children are important to me.

fun facts

Can’t live without

Coffee

Favorite restaurant

Rusty Barrell (Ponca City, OK)

Wish I knew more about

Cars and carpentry

Binge worthy food

Anything Italian or Mexican

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Omar Rosales

orosales@theestablishmentOK.com
405.306.6627

my story

Impact. I think about the many people that influenced me through the years. There was the teacher, the coach, my first boss…etc. I would not be where I am without their wisdom and guidance. I learned that the impact that one person’s wise council can have is astounding. Before I began my career in financial services I had many great experiences that included being in ministry and traveling all over the world on mission trips. Eventually, my interest in finances led me to pursue this career so that I could guide and empower people to impact not only their families but also the community around them.

This life can be very busy and what I am discovering is that time does speed up as you get older. I am inspired when I can sit with a family or business and help them make good, sound, financial decisions that will allow them to take care of they things that are important to them. For many, it’s finding the balance of taking care of today’s needs while planning for the future.

When I am not working, I am spending time with my wife and three kids. I love hiking and camping when we have time (which isn’t much right now).  I like the extremes of mountains and beaches. More than anything, I love making memories and watching my kids find their passions.

You should know

I was born in Guatemala and grew up in Beaver, OK (talk about extremes). I have visited 21 countries

fun facts

Guilty pleasure

Cookies and Cream ice Cream

Would love to travel to

Fiji

Wish I knew more about

Outer Space

Binge-worthy food

Guacamole

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Cassie Wilson , CLU, ChFC, MBA, Certified Special Care Planner

cwilson@theestablishmentOK.com
405.486.1489

my story

Empower. After completing my MBA at OU, I thought banking would be a great career.  But, my loan officer title merely consisted of taking orders from business owners for loans that would provide a quick fix to some short-term problem.  I wanted to empower them to make great decisions; so, I sought a position that would enable me to consult with them on their long-range goals and help them prepare for whatever challenges they faced.

Fast forward 32 years, and I’m still learning and finding new ways to fill in the financial gaps threatening business owners and professionals.  The best part of the job is working with the young advisors coming on board who have fresh insight for identifying problems and providing solutions to our clients.

When I’m not working, I love to travel, play bad golf, walk my old dog, Pearl, and help in various nonprofit organizations that give back to our stellar community.

 

You should know

Born in Walters, OK, I never want to forget what I’ve learned from my past. Eleanor Roosevelt said, “Character building begins in our infancy and continues until death.”

fun facts

Binge worthy food

Ice Cream

Can’t live without

Bison Burger from The Garage

Guilty pleasure

Dr. Pepper…The real thing, not DIET

Would love to travel to

Southern France (again) in November when the Beaujolais Nouveau is rolled out and brush up on my French!