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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Anthony Garcia

anthonygarcia@financialguide.com
(405)413-2355

my story

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be.   I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.  This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

 

 

CRN202207-267436
You should know

fun facts

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Jerrell Mure, Financial Advisor

jerrellmure@financialguide.com
405.486-1429

my story

Educating.  As a life-long learner with a soul for teaching others, I am always on the lookout for new ideas and trends to share.  My graduate degree in Applied Mathematics proves that I’m definitely your guy when you need someone to ‘run the numbers for you. But don’t worry….my standardized tests ranked me highest in language and communication skills, so I’ll never be over your head!

I firmly believe in quality education for the younger generation; if we can get them off to the right start, it levels the playing field and helps us all be better.

When I’m not working, I find myself deeply involved with the Urban League Young Professionals in Oklahoma City.  I love having a good drink with friends and enjoying some deep conversation.  Also, if there is a football game on, you’ll find me watching!

CRN202210-272527.

You should know

Education is my main inspiration. The growth that comes with constantly learning and improving and sharing with others makes me excited......Also, right now, I'm teaching myself to play piano!

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Binge-Worthy Food

Chick-Fil-A, always

Dream Job

I'm doing it right now!

Spirit animal

Chameleon...I fit in with a wide variety of people.

Favorite Drink

Old Fashioned

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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.

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Favorite restaurant

Barrios

Guilty pleasure

Cigar

Drink of choice

Tequila Old Fashioned

Would love to travel to

Europe

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Cooper Hanning, MBA

channing@theestablishmentOK.com
316.204.4991

my story

Leading.  After leading kids in youth ministry at summer camps for 6 years, I was ready for another career that would allow me to mentor others.  As I was growing up, I watched my father guide a variety of people and businesses through the financial planning process in this same career.  He has made deep relationships and helped a lot of people.  When it came time to choose a career, I thought this would be a great place to start.

This industry can be complex and it’s easy to confuse people with jargon and research. Leading them through this process allows me to educate people on how they can be more financially effective for their family, community, and themselves. I’m always inspired by the potential for something better….for myself and my clients.

When I’m not working, I like active sports (I ran track in college and our team still holds a record…look it up), music, karaoke, coaching. I also enjoy yard games and card games and I play to win. Playing outside with the family.

You should know

Born and raised in Wichita, KS. Attempted a Guinness World Record; broke it; got disqualified; will attempt again! Happiest playing and writing music. I ride a unicycle like a boss.

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Can’t live without

M&M’s

Drink of choice

Rum and Coke

Spirit animal

Spider monkey

Netflix binge show

Comedians in Cars Getting Coffee

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Cassie Wilson, CLU, ChFC, MBA, 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!