Member Profile
Brett Vandervort
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Broken Arrow Business |
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Latitude Wealth - Ameriprise 7712 S. Yale Ave., Ste 250 Tulsa, OK 74136 918-438-7839 Website |
| Business and Company Details:
As an Ameriprise financial advisor, I strive to help people with their financial goals. I do this by partnering together with clients over the long-term to set specific, measurable goals and then develop a strategy to help reach them. Ways I help include: planning for retirement, preparing for the unexpected, education savings, legacy planning and saving money on taxes. Thank you for visiting my page! Please contact me to discuss your situation and options. I love to help. |
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| My education, training and business experience
I graduated from OBU with a Bachelors in Finance in 2013. Right after I graduated I fell into the banking industry and worked a variety of lending and analysis roles. In 2018 I made the decision to become a financial advisor so I could help people reach their financial goals. |
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| When I m not working, I enjoy . When I'm not meeting with folks about their finances, I like to explore Tulsa. Despite being a Tulsa native, I'm always surprised at the adventures I find! I also like lifting weights at the gym, trail running at Turkey Mountain and cycling at Riverside. And one of these days, I'm going to pick up golf. |
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| Gold Star Information Year Joined: 2019 |
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