Tulsa Office

Jeff Small CFP®

Phone: (918) 382-9247
Fax: (918) 583-1824
Email: jsmall@taylorstephens.comDownload vCard

Jeffrey R. Small has been in the financial services industry for the last 16 years working with individuals and foundations in the areas of planning and asset allocation strategies.  Prior to joining Taylor Stephens he worked at Disciplined Investments, Tulsa, OK as a Wealth Manager, UBS Financial Services Inc. in Indianapolis, IN as a Client Associate and spent one year at Corporate Consulting Group, Tulsa, OK as an Analyst.  He received his Bachelor’s degree in Financial Planning and Counseling from Purdue University and is the proud father of two.

Jeff is active in his church with the youth programs and volunteers at his kids schools. 

Certifications:

  • Certified Financial Planner®

Professional Affiliations:

  • Tulsa Estate Planning Forum – Aug 2016 to present

Randall W. Nelson

President

Phone: (918) 382-9250
Fax: (918) 583-1824
Email: rnelson@taylorstephens.comDownload vCard

Randy Nelson is co-founder, President and Managing Director of Wells Nelson & Associates’ Tulsa office. Randy has been a successful industry leader with over 20 years experience in banking and investments. His background in public finance provides the firm with extensive experience in the areas of revenue bond financing, single family and multi-family revenue bond financing, tax-backed revenue bond financing and complex advance refunds.

Randy is a Certified Public Accountant and a graduate of Wichita State University with a Bachelor’s degree in Business Administration. He is a Series 7, 24, 27, 50, 53, 63, 65 and 79 licensed securities professional.