Our Team
First Gunn Financial Group is a small, cohesive team. Most of us have worked together for many years. We invite you to get to know us, and become familiar with the knowledge and experience behind the services we provide.
Matt E. Streeter, CFP®
Wealth Advisor
A Special Poem from my Grandmother:
Friendship is --- Three spoonsful of happiness, One cup of care, A pound of fresh laughter, A pinch of good cheer
Stirred well with compassion, And ready to share. by, Pauline Lane Streeter (†)
Dana Ferguson
LPL Registered Administrative Associate
Dana joined First Gunn Financial Group in 1998. She plays a key role in setting up and servicing accounts, executing trades and helping the team prepare for client meetings. She holds Series 6, 7 and 63 registrations with LPL Financial...
About our Founder:
James A. Gunn Jr.
Jim Retired at the end of 2019, and he still loves to come into the office regularly and bring his beautiful dog Sugar in for a visit. We hope you catch him when you are in next, because he would love to say hi and see you.
Jim specialized in retirement and estate planning and believed in building long-term, personal relationships with First Gunn Financial Group’s clients. A former professor of accounting at the University of Arkansas and Oklahoma State University, he left academia in 1970 to become an investment advisor representative, focusing on life insurance and estate planning. In 1995, Jim became a dedicated investment advisor representative and joined LPL Financial.
Jim earned a Bachelor of Science degree in Accounting, a Master of Business Administration and a Ph.D. in Business Administration, all from the University of Arkansas. After receiving his doctorate, he added CPA to his list of qualifications. He was a lifetime qualifier of the Million Dollar Round Table, an international organization of life insurance and financial services professionals with exceptional industry knowledge, excellent client service, and a strict code of ethics. Jim believed it was important to never recommend an investment strategy that he hadn’t vetted himself.
Jim lives in Stillwater with his wife and is the proud father of two daughters and the grandfather of five. He plans to move into a Villa at Legacy Village when it opens in 2020.