Personalized Approach - Your Goals, Our Advice



Strategy Wealth seeks to provide guidance and education for every aspect of your financial life. Like compound interest, the basic principles are often the same, but each client requires a personalized approach to structure goals and prioritize resources. We can help you take the first steps toward your financial future while partnering with you to build your confidence that those steps are down the right path.

Your first step is bringing our wealth of knowledge to your team. John Maloney and Elaine Dennis are both CERTIFIED FINANCIAL PLANNERTM professionals each committed to a minimum of 30 continuing education hours every two years. We are always expanding our knowledge to sharpen and enhance the guidance you receive – when we go to the shelf in our library of recommendations, we aim to pull only the choices that are right for you.

Client Centered

A well-informed client is our favorite client. Feel free to browse our site and download any eBooks or articles you like. Take a look at our informative videos in the Resource Center and around our pages. If you want, take a turn running scenarios with our free calculators. We welcome all questions; you can send them here or call our office. With Strategy Wealth, the advice you receive is from an investment fiduciary with your best interests in mind.

John Maloney, CFP®, CRPC®

CEO

405-562-5850

jmaloney@strategywealth.com

John has 40 years of experience in the financial services industry. He started his financial career as an advisor with Waddell and Reed in 1984, while simultaneously saving lives as a paramedic. In 1987, John decided to focus full time...

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M. Elaine Dennis, JD, CFP®

COO

405-562-5849

edennis@strategywealth.com

Elaine is a wealth advisor and financial planner with 15 years of experience. Elaine started her career in financial advising in 2009 immediately after obtaining her JD from the University of Oklahoma College of Law where she focused...

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