Steve joined Merrill Lynch Wealth Management in 1990 and is a founding member of Jelley, Udrisky & Associates. He focuses on working closely with clients to deliver sophisticated and highly customized strategies to clients with the highest level of integrity and first class service. Utilizing our Goals-Based Wealth Management (GBWM) approach, Steve strives to better understand client needs, goals, and priorities. The GBWM is the cornerstone in developing strategies to pursue these goals, and provide advice and guidance reflecting those goals. Among Steve's responsibilities are building new relationships and addressing the needs of affluent families, business owners and high net worth individuals.

Steve has received national recognition and has earned a number of distinguished accolades as a leading financial advisor.  He was named to Forbes “Best-in-State Wealth Advisors” list in 2022, for the 4th consecutive year (Published annually Jan – April. Rankings based on data as of June 30
of prior year) as well as being named to the Barron's Top 1,200 Financial Advisors list in 2014 and 2016 - 2022 (Published annually in March. Rankings based on data as of September 30 of prior year). Additionally he was named to the Financial Times Top 400 Financial Advisors in 2017 (Published on March 30, 2017. Rankings based on data as of June 30, 2016).  He is a Managing Director – Wealth Management Advisor and holds the CERTIFIED FINANCIAL PLANNER™ certification, awarded by the Certified Financial Planner Board of Standards, Inc., and a Chartered Financial Consultant® (ChFC®) designation.  Steve is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the Firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. He obtained a bachelor's degree in accounting from Oklahoma State University, although he does not provide tax advice in his role at Merrill.

Steve has served in numerous volunteer positions for Jenks Public Schools, Sigma Nu Fraternity, Mentoring Program at Oklahoma State University – Spears School of Business, American Heart Association and the United Way. He also previously served on the Cedar Ridge Country Club Board of Directors and is on the Board of Governors for the Oklahoma State University Foundation.

*Source: Financial Times “400 Top Financial Advisers” list, published on March 30, 2017. Rankings based on data as of June 30, 2016.

The Financial Times “400 Top Financial Advisers” (FT 400) is an independent listing produced by the Financial Times. The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each adviser’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisers pay a fee to the Financial Times in exchange for inclusion in the FT 400. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome.

*Source: The Forbes “Best-in-State Wealth Advisors” list, published annually Jan - April. Rankings based on data as of June 30 of prior year.

Data provided by SHOOK® Research, LLC. Forbes Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices; also considered are: client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.

*Source: The Barron’s “Top 1,200 Financial Advisors: State-by-State” list, published annually in March. Rankings based on data as of September 30 of prior year.

The Barron’s “Top 1,200 Financial Advisors” ranking considered advisors with a minimum of seven years financial services experience and who have been employed at their current firm for at least one year. This is a list of the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. Other quantitative and qualitative measures include assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices, regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves. Rankings and recognition from Barron’s are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results, and such rankings should not be construed as an endorsement of the advisor. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved.

Steve joined Merrill Lynch Wealth Management in 2005 and is a founding member of Jelley, Udrisky & Associates. He focuses on offering advice and guidance to individuals, families and organizations about retirement planning, education funding, wealth transfer and wealth preservation strategies. Steve coordinates all aspects of our relationship with our retirement plan clients. His in depth knowledge of plan operations and procedures is critical to the ongoing success of all our plans. He works exclusively with our plan sponsors as an analyst in areas pertaining to defined contribution plan conversion and ongoing plan and investment reporting, liaison to Investment Committees, recordkeeping and administration, as well as delivery of participant communication and education. In his practice with individuals, he emphasizes the importance of a long-term outlook, and utilizes Merrill's sophisticated wealth planning tools. His asset management focus includes helping clients develop ways to help manage risk in investment portfolios and develop cash flow strategies.

Steve holds the CERTIFIED FINANCIAL PLANNER™ certification, a designation awarded to him by the Certified Financial Planner Board of Standards, Inc., the Chartered Retirement Planning Counselor, CRPC® designation and the Certified Plan Fiduciary Advisor designation, CPFA. Additionally he holds the C(k)P® Certified 401(k) Professional Designation. Steve obtained an MBA in Marketing from Oklahoma State University.

Steve is active in volunteering for Special Olympics, Route 66 Marathon, youth soccer, and the MS Society. Steve and his wife, Jolene, live in Broken Arrow with their two children.

Garrett joined Merrill Lynch Wealth Management and the Jelley, Udrisky & Associates team in December of 2021 after graduating from Oklahoma State University with an undergraduate degree in finance.

He works to develop customized wealth plans and strategies tailored to each client’s specific investment objectives. By utilizing our Goals-Based Wealth Management (GBWM), Garrett is able to deliver first class service and knowledge to help clients reach their financial goals and objectives. The GBWM is the cornerstone in developing strategies to pursue these goals and provide advice and guidance reflecting those goals. Garrett is a Portfolio Advisor, who in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third- party investment managers’ strategies, funds or portfolios. Among Garrett’s responsibilities are building new relationships and addressing the needs of affluent families, business owners and high net worth individuals.