Our Team

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

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

My wife, Katrina, and I live in Jenks and have five children. We are members of the First Baptist Church in Jenks and contribute our time and resources to various charities and ministries around the Tulsa area.

Experience: 

• Licensed and serving clients in the securities industry since 2005
• U.S. Army since 1991(Retired)

Education and Credentials:

• Bachelors of Finance and Economics from the University of Tulsa 
• Accredited Wealth Management Advisor®
• 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 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.

With 10 years of client service experience and 5 years in the financial services industry Rachel is passionate about meeting clients’ needs and building relationships.

Born and raised in Coweta, Oklahoma she graduated from Tulsa Community College with an Associate’s Degree in accounting and is currently working on her Bachelors Degree at Northeastern State University.

When she isn’t working or studying, she enjoys spending time with family, gardening, running, hiking, and camping with her fiancé Michael.

Wes was raised in Enid, OK and has over 38 years in the insurance industry with a goal in mind to help people protect their dreams . He has worked closely with his father, Jerry during the majority of his career. 

He graduated from Northeastern State University and holds the Oklahoma State Life & Health License.  

When taking time from work, he enjoys golfing, camping, and spending time with his wife, Kelly, and two children, Lindy and Connor. 

Jerry has over 65 years in the financial services industry after graduating from Oklahoma State University with a Bachelors in Business. 

Building a legacy, Jerry has been working with his son, Wes by his side for over the last 38 years. 

Experience: 

• Licensed and serving clients in the insurance industry since 1959
• Licensed and serving clients in the securities industry since 1970

Education and Credentials:

• Chartered Life Underwriter 
• Chartered Financial Consultant
• Graduate of Oklahoma A&M College
• 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

We are partnered with Advisor Resource Council. For more information follow this link: https://www.advisorresourcecouncil.com/