Our Story
Why we started CopperSky
We saw a gap: families facing big financial moments without the kind of support they deserved. For too long, Western Oklahoma’s successful individuals and families could only find advanced financial strategies in places like Oklahoma City, Dallas, or beyond. We’re changing that by bringing those capabilities right here to our communities.
CopperSky Wealth was founded to serve the people we know and respect—those who’ve built their lives through hard work and patience. Our work is about showing up for the people who’ve spent a lifetime doing the same.
Our Mission
We listen, show up, and stay until it’s done right.
We believe financial planning is an ongoing process—one that calls for a trusted partner who shows up consistently. At CopperSky Wealth, our mission is to deliver serious financial guidance with the kind of care and presence you’d expect from a neighbor.
Team
Get to Know Us
Our Vision
Bigger than a business
We’re building a firm that stays personal, no matter how much we grow. You deserve a place where you always feel known—and where every plan genuinely reflects who you are and what matters most.
Our vision is to be the trusted team your family turns to during the financial decisions that shape your life for generations.
Our Core Values
More than just words
Faith
Rooted in something bigger than ourselves, we lead with integrity and a desire to serve others well.
Effort
Hard work isn’t optional. It’s how we show up for our clients and each other, every day.
Respect
Everyone deserves to be heard, understood, and treated with care, no matter their circumstances.
Curiosity
Asking the right questions and staying open helps us give better advice and build stronger relationships.
Perseverance
Tough moments don’t shake our commitment. They make it stronger.
