Judd specializes in helping clients build strategies to accumulate assets that will enable financial independence. He seeks to educate clients about asset allocation and how that applies to investing for their short and long term goals. For clients in retirement, finding ways to maximize the lifetime distributions from retirement accounts is the focus. Beneficiary designation planning and charitable planning helps clients ensure their estate planning wishes are carried out and tax implications minimized.
Judd also works with business owners and is aware of their unique needs. Through a partnership with Retirement Plan Advisory Group, Judd employs a process to benchmark retirement plan fees and fund performance to help assist business owners with their retirement plan fiduciary obligations. Plan consulting services as well as plan advisor of record services are available. Life insurance and risk management services such as key person insurance and buy/sell agreement funding are available.
Judd graduated with honors from Anderson University with a Bachelor of Arts in Education and History. He has worked in the banking and financial services industry since 1995. He currently holds the designation Accredited Asset Management Specialist - AAMS® from the College for Financial Planning. He is series 7, 24, 63, & 66 securities licensed in AL, AR, CO, DC, KS, NE, OH, OK, PA,TX, VA and WY. Judd is also an Investment Advisor Representative in Oklahoma, and holds insurance licenses in DC, NE, OK, & TX.
Judd enjoys most outdoor activities, but especially hunting, hiking and camping. Judd, his wife and three daughters live in Broken Arrow and are all active members of Life Demonstration Church.