Oz Patton

Financial Advisor

Oz specializes in working with young professionals, business owners and their employees. Leveraging over 8 years in the financial services, Oz helps provide clarity to decisions. “I find it incredibly rewarding when my clients understand not only what they are doing, but why.”

Oz resides in Bixby with his wife, Beth, and their two children. Outside of the office, Oz enjoys playing tennis, golfing and hunting.

Credentials

  • FINRA Series 7 & 66
  • Life & Health Insurance License
  • Registered Representative, Securian Financial Services
  • Investment Advisor Representative, Securian Financial Services
  • Bachelor of Science, Finance; Oklahoma State University

Associations

  • *Smartvestor Pro Member - Dave Ramsey®
  • BNI
  • Associates Builders & Contractors Young Professionals
  • American Sub Constractors Association
  • Tulsa Chamber
  • Bixby Chamber

 

* Neither Oz Patton, nor Securian Financial Services are affiliated with Dave Ramsey Solutions.  Securian Financial Services, Inc. does not endorse Dave Ramsey. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.