About Bregan

Bregan grew up in Durant, OK and graduated as Magna Cum Laude from Southeastern Oklahoma State University in 2011 with a BBA in Finance. In addition to completing the distinguished Honor’s Program, he was also selected as the Top Finance Graduate for the spring class of 2011. He has since sharpened those skills by obtaining the prestigious CFP® certification and completing the Economic Development Finance Professional (EDFP) designation program. Bregan has always had a passion for financial stewardship and finds great joy in helping others define and achieve their financial goals.

Bregan currently serves as an Ambassador for the Ardmore Chamber of Commerce, as well as a member of the Plainview Foundation Board and the Ardmore Kiwanis Club Executive Board. Outside of work, Bregan enjoys spending time with his wife, Crystel, and their daughters, Ruby and Sunny. He enjoys outdoor activities like hunting and fishing but is just as content playing board games or watching TV.

Educational Background and Business Experience

Designation
Investment Advisor Representative CFP® EDFP

Formal Education
Southeastern Oklahoma State University – Graduated 2011, BBA – Finance, with Honors (Top Finance Graduate, Magna Cum Laude) 

Business Background
Investment Advisor Representative – Financial Management, Inc. Commercial Lending Officer – Landmark Bank/Simmons Bank