Kraig A. McFarland RFC®, CRPC®

Senior Wealth Advisor
918-209-5367

Our goal is to deliver a client experience that creates trust in our firm and our process.

My wife, Marcy, and I have two married sons and two grandchildren. We are members of The Bridge Church and contribute our time and resources to various charities and ministries.

Experience: 

  • Licensed and serving clients in the securities industry since 1987

Education and Credentials:

  • Registered Financial Consultant®
  • Chartered Retirement Planning Counselor℠.
  • Graduate of the College for Financial Planning
  • International Fellowship of Christian Business Men
  • FINRA Series 7, 63 Licenses held through LPL Financial
  • Life, Accident and Health, Variable Contracts Insurance Licenses
  • Series 65 held through 360 Wealth Management, a DBA of Advisor Resource Council, a Registered Investment Advisor

Heather Matlock

Client Service Director
918-209-5367

Heather has worked with Kraig McFarland in the financial services industry since 2006. 

Her communication skills and attention to detail allow her to create long lasting client relationships that are built on trust and experience. 

Heather was born and raised in the Tulsa area and received her Associates Degree from Tulsa Community College.

Outside of work, she loves spending time with her family, especially her five nephews. She attends The Assembly Church in Broken Arrow where she has taught the preschoolers class. She loves to travel and has experienced vacations and mission trips to several different countries and across the USA.