About

I get a deep sense of fulfillment when I’m able to guide someone toward financial confidence, providing them with the assurance that they are making wise decisions and offering a helping hand. I’m passionate about helping young people get off on the right foot financially as well as helping clients in later stages make smart decisions to grow their wealth, and spend it wisely. How you produce income from your investments makes a big difference in how long it will last.

My interest in investing dates back to my grade school days when I played the stock market game at a museum. I quickly realized that every dollar a person earned through their labor could become much more valuable to them through investment. I continued to learn about investing through my education, career, and personal endeavors. I have worked in financial services since 1999, hold a B.B.A. in Business Finance from University of Central Oklahoma, hold the Series 7, 66, and 24 securities licenses and am insurance licensed in the lines of life, variable life, variable annuity, accident, and health. I also hold the FLMI (Fellow, Life Management Institute) designation and am a Certified Financial Planner™ Practitioner. Through my education and experience I have gained a broad base of knowledge that enables me to help clients identify strategies to help with estate planning, tax planning, business planning, etc. When our clients have complex trust and tax issues, I work with the client’s attorney and accountant to coordinate our investment management with the overall estate and tax plan. If you need an attorney or CPA, we have several we can recommend.

My personal life revolves around my family. There is nothing I love more than spending time with them. We like to go hiking and kayaking together and love playing board games. When I am not hanging out with the kids, you will probably find me reading.

A 36-year-old financial services expert with 8 years of industry experience, Brandon is a self-motivated individual dedicated to delivering quality service. Holding a degree in computer science and mathematics, Brandon’s passion for problem-solving is evident in his unique ability to identify solutions others may overlook. With a strong background in the financial services sector, Brandon brings expertise and a client-focused approach to every endeavor. Brandon takes pride in helping people to understand and reach their financial goals, combining industry experience and analytical skills to provide personalized assistance.

With a passion for guiding individuals towards financial success, Brett Valentine is a dedicated financial advisor. Specializing in crafting comprehensive financial plans, Brett excels in helping clients achieve their financial goals through the proven 7-step Financial Plan process. Brett holds licenses including Series 7, 65 and 63 Securities Licenses, and Oklahoma State Insurance licenses. A proud graduate of the University of Oklahoma, Brett has also completed the College of Financial Planning Education, honing his expertise in the field.

Beyond their professional pursuits, Brett finds immense joy in his family life, cherishing time with his wife and son. Actively involved in the church, Brett values faith, community, and service. In his leisure time, Brett embraces quality time with loved ones, the outdoors, and traveling. The commitment to serving others with genuine care defines Brett's approach to financial planning.

Cale Olbert is originally from Edmond, Oklahoma. Cale graduated from the University of Oklahoma with a degree in finance and from Texas Tech University with a master's degree in personal financial planning. Cale has also earned the Certified Financial Planner (CFP) designation. His primary focus is working with clients to develop a sustainable retirement income plan. Cale is a board member of YWCA Oklahoma City and is also co-chair of the investment committee. In his free time, Cale enjoys reading and cheering for the Oklahoma Sooners.

Hannah is passionate about building meaningful relationships and creating a positive experience for both clients and her team. She plays an integral role in supporting the firm’s day-to-day operations, helping ensure everything runs smoothly while delivering a high level of care and attention to detail.

Working closely with advisors and clients, Hannah coordinates meetings, manages communications, and helps facilitate a seamless planning process. She strives to make each client feel comfortable, valued, and well cared for every step of the way.

Hannah was drawn to a career in financial services through a desire to serve others and build genuine, lasting relationships. Guided by her faith, she is passionate about using her skills to support and uplift those around her.

She has completed the Financial Planning program through the Pepperdine Graziadio Business School and is currently pursuing her Certified Financial Planner™ (CFP®) designation.

Outside of the office, Hannah enjoys spending time outdoors and making memories with her fiancé, Caleb-whether that’s hiking, exploring, or simply being together- and cherishes time with family and friends.

Jenni is our executive assistant and has been working in the financial services industry for over 25 years. You will never meet anyone with a kinder heart. She will do everything she can to take good care of you and your account.

I became a financial advisor because I am passionate about helping people secure their financial futures.  I have been a financial advisor for more than 10 years and I specialize in investment management and financial planning for high net worth individuals. I am a lifelong Oklahoman and graduated from Oklahoma State University with a Bachelor's in Finance. I hold the Series 7 & 66 licenses, as well as insurance licenses in the lines of life, variable life, variable annuity, accident, and health.  I have also obtained the CERTIFIED FINANCIAL PLANNER® certification through New York University.

I write a weekly blog explaining market moves and upcoming market stories, check it out on our blog page!

I live in downtown Oklahoma City, and when I'm not working with clients I like to spend time with my wife Jewels and our pug Sammy, going to Thunder games and finding the best restaurants in the city.

Please give me a call or shoot me an email if you have questions about your financial future!

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The people I work with and the relationships I build are at the heart of what I do. I believe in the power of integrity and honesty, and these values are the cornerstone of my professional approach.

My interest in investment was sparked during a class at Oklahoma State University. I was struck by the crucial role that investment plays in retirement planning, and I knew then that I wanted to help others navigate this critical aspect of their financial journey.

I was born and raised on a farm in Stillwater, Oklahoma, right next door to my grandparents. Growing up in a college town while raising cattle and pigs taught me the value of hard work, dedication, and the importance of community - values that I bring into my work every day.

On a personal note, I met my wife at Oklahoma State University and we've been happily married for 40 years. We're proud parents to our two daughters, Shelby and Madison, and doting grandparents to our grandson, Beck William Valentine.

Bill has a wide range of experience in financial services from filling multiple roles throughout his career.  Prior to joining Eternal Wealth Management, Bill was the founder and president of The Summit Group Inc., a third-party administrator providing tax work for qualified retirement plans. 

With a client-first approach, Bill simplifies complex topics and creates clear, personalized strategies for retirement, investments, and long-term goals. Known for being approachable and trustworthy, Bill strives to make financial planning feel less overwhelming and more empowering.