About
About NFA Wealth Management
At NFA Wealth Management, we believe financial planning should be about more than investments and numbers. It should help you feel confident about where you are today and where you're headed next.
We work with individuals, families, professionals, retirees, and business owners to create thoughtful financial strategies built around their goals, values, and unique circumstances. From preparing for retirement to building wealth, navigating a major life transition, or planning the future of a business, we're here to help you make informed decisions along the way.
Our approach is personal and comprehensive. We take the time to understand the full picture of your financial life, identify opportunities and challenges, and help you turn your goals into an actionable plan.
Based in Norman, Oklahoma, NFA Wealth Management serves clients throughout Oklahoma and beyond. Most importantly, we're here to be a trusted resource, someone you can turn to when you have a financial question, a big decision to make, or simply want to know, "Are we going to be okay?"
Your financial life doesn't happen in a vacuum. Careers change. Businesses grow. Families evolve. Retirement gets closer. And sometimes, plans change entirely.
We believe good financial planning should adapt with you.
Whether you're just getting started, building significant wealth, approaching retirement, or thinking about what's next for your business, we're here to help you navigate the decisions along the way.
Sandi Hegeman, AIF®
Financial Advisor
Sandi's professional accreditations include holding Life and Health Insurance licenses, Series 7 registrationthrough LPL Financial, and Series 66 registration through Strategic Financial Concepts, LLC and LPL Financial. She has earned...
Brett Henry
Financial Advisor
Delaney McCoy, CFP®, CEPA®
Financial Advisor
Delaney McCoy is passionate about helping people feel confident in their financial decisions and clear about their future. She believes financial planning isn’t just about numbers. It’s about creating a life that aligns with what matters...
Van Taylor
Financial Advisor
Lindsey Brassfield
Administrative Assistant
Karla Hanson
Administrative Assistant