Natalie Tomlin - Ameriprise Financial Advisor

I enjoyed attending the Greater Oklahoma City Chamber’s 2026 Legislative Kickoff today at the National Cowboy & Western Heritage Museum. We heard from House and Senate members about their agenda for the upcoming session and the issues they’ll be focusing on surrounding education, housing, and health care. These topics affect so many people across Oklahoma, and I’m hopeful for what can be accomplished this year!

This past Wednesday, I had the privilege of hosting a wine tasting and sharing insights on maximizing workplace benefits and the importance of planning for retirement. I wanted to thank the ladies who attended, I truly enjoyed the conversations that were had and the perspectives everyone shared. Remember, it is never too early or too late to start making progress towards your future goals!

Join us for a free Medicare seminar Tuesday, August 12th from 6-8pm at KickingBird Golf Club!
We are excited to partner with First Eagle Investments and Ethan Glazer for an educational seminar titled “Understanding Medicare from A to D”. Learn about the different Medicare coverages and the costs associated with each plan. Whether you’re approaching eligibility or helping a loved one navigate their options, this seminar is a great opportunity to get clarity and ask questions.
For any questions or to RSVP call the office at 405-286-4300!
RSVP by Wednesday August 6th

Happy Parents' Day!

Feeling extra grateful today for the love, laughter, and life lessons that come with being a parent. Parenthood is one of life's greatest gifts and biggest responsibilities - and I wouldn't trade it for the world.
Today I am also celebrating and sending love to all the amazing parents out there. Whether you are raising little ones or guiding grown children - your dedication is truly inspiring!
Sharing a little glimpse of my world - my greatest joys!

Reminder! Join us for a Market Update Call this Wednesday, July 23rd at 12:00 PM CT on Microsoft Teams. The call will be led by Marc Drummer, client portfolio manager with Principal Asset Management, for an overview of the current market! A link to the call will be emailed out Wednesday morning.

Date: Wednesday 7/23
Time: 12:00 PM CT
Where: Microsoft Teams
See you there!

May 29th is National 529 Day! 529 plans are a popular way to help families save for future educational expenses. Contributions grow tax-deferred, and withdrawals are tax-free when used for qualified expenses. Qualified expenses include tuition, fees, books, supplies, and housing. To learn more, check out this article of frequently asked questions about 529 plans:

Why 529 plans are a popular way to save for college expenses Learn the ins and outs of 529 plans.

What financial goals do you want to achieve? Write down your short-, medium- and long-term financial goals.

Tip: The more specific and measurable your financial goals are, the more likely you are to achieve them. https://bit.ly/4ja5cNP

If you want to feel more in control of your finances, start by tracking them. Regularly reviewing statements and other financial records can give you clarity and direction. https://bit.ly/4ja5cNP

Yesterday, our team attended Ameriprise's Spring Town Hall in Tulsa. We had the opportunity to learn about exciting upcoming developments at Ameriprise, gain deeper insights into how we can better serve our clients, and explore new tools designed to support your retirement planning. We're excited to put these resources into action to help you achieve your financial goals.

Temari and I had the pleasure of delivering goodie bags to the incredible nurses at the Integris Baptist ER in honor of Nurses Week. We're so grateful for their dedication and the vital role they play in our community! Don't forget to thank the amazing nurses in your life this week!

Simply put, your net worth is everything you own minus everything you owe. Knowing your net worth provides a good starting point for measuring progress toward your goals. https://bit.ly/4ja5cNP

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and can help you understand how to improve your financial health. https://bit.ly/4ja5cNP