Our Team of Tulsa’s Best Financial Advisors
When First State was founded in 1971, we wanted to create an investment firm focused on quality, trust, integrity, and respect, both in our client relationships and in our investment strategies. We have since built a team of Tulsa’s best financial advisors around these core values to provide families with the personalized, tax efficient, value-oriented approaches to portfolio management that they need to reach their financial goals.
Becoming the best financial advisor for you begins with exploring your unique needs, goals, and circumstances. By discovering who you are and what matters most to you in life, we can help you optimally allocate your financial resources to maximize your fulfillment in life, while also establishing your financial security. Our team is committed to diving deep into the financial planning and discovery process with you to help you plan confidently, sleep soundly, and grow your wealth.
With over 125 years of combined experience, our advisors bring the expertise necessary to answer the questions and find the solutions you need to meet your goals. Whether it be forecasting retirement income and expenses, establishing a trust and estate plan, valuing your business, or managing your investment portfolio, we bring the essential background, tools, and knowledge to lead you to the right destination. And as a Registered Investment Advisor (RIA) and fee-only financial planner, we operate as a fiduciary so you can be confident that we are always placing your best interests first and providing you sound, independent advice to help you reach your ideal outcome. Whatever your stage of life or financial needs, you can be assured that you will receive the greatest care when you work with our best financial advisors.
YEARS OF COMBINED EXPERIENCE
YEARS IN BUSINESS
Sidney Shupack founded First State Financial, Inc. in 1971 and has served as President and Chairman of the Board of Directors since that time.
MATT REDMOND, CFA
Matthew Redmond, Vice President at First State, is responsible for developing the company’s investment models and research.
Paul Mitchell has served as the Treasurer, Compliance Officer, and a member of the Board of Directors of First State for over 30 years.
Douglas B. Taylor is Founder and Managing Partner of Burton-Taylor International Consulting LLC, a market data business consulting firm.
THE BOARD OF DIRECTORS
The First State Board of Directors is comprised of successful,
intelligent individuals who are devoted to making a difference in the Tulsa community.
Larry D. Lander DDS, MS
Paul D. Mitchell
Matthew D. Redmond
Sidney I. Shupack
Douglas B. Taylor
First State Financial, Inc. is the holding company for First State Investment Advisors, Inc., a state-registered investment advisor that only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. The company is audited annually by an independent public accounting firm and is governed by a board of directors. The firm manages nearly $60 million for individuals, pension plans, retirement accounts, trusts, businesses, and foundations