Mutual of Omaha® Advisors - Oklahoma City

Terrence Morgan, President and CEO, has been in the retirement plan business for over 20 years. He is a securities and advisory licensed professional and holds an AIF Certificate. He delivers independent assessments, advice and designs platforms for comprehensive 401k Plans and Rollovers.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

Our mission is to provide highly personalized, comprehensive wealth management strategies to help our clients grow and preserve their wealth and values.