360 Wealth Management

For more than 25 years, Shawn has advised individuals, families, and business owners on complex tax and financial matters. His CPA background provides an additional perspective when evaluating retirement planning, Roth conversions, retirement income strategies, tax planning, and other major financial decisions.

He believes better financial decisions come from understanding how taxes, retirement planning, and investments work together.

For more than three decades, Kraig has helped individuals and families prepare for retirement and navigate important financial decisions.

He believes successful planning begins by listening, understanding each client's goals, and developing thoughtful strategies that provide long-term confidence.

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.

*Heather is not securities or advisory licensed.*