Oklahoma has shown increasing openness to cryptocurrency and blockchain technology, with legislative efforts to clarify digital asset rights and taxation. The state's business-friendly environment attracts Bitcoin investors seeking professional financial guidance. Oklahoma-based advisors specializing in Bitcoin help clients implement comprehensive wealth management strategies that incorporate digital assets while navigating state and federal tax obligations.
Disclaimer: Tax rates and regulations subject to change. Bitcoin business counts are estimates. Consult with a qualified tax professional for personalized advice.
Certified Bitcoin Financial Advisors in Oklahoma
Natalie Haggard
Senior Wealth Advisor
Tulsa, OK
CBDA℠CFP®
Natalie Haggard is a Senior Wealth Advisor at Mariner Wealth Advisors, where she specializes in providing tailored financial advice and solutions for executives, retirees, business owners, and families. With a commitment to helping her clients achieve their financial goals, Natalie draws on her diverse experience in the finance sector, which began at Adams Hall. Throughout her career there, she held various roles including operations, communications, marketing, client service associate, and wealth advisor, ultimately bringing a comprehensive understanding of the financial landscape to her current position following Mariner's acquisition of Adams Hall. Natalie holds a bachelor's degree in journalism and public relations, as well as a master’s degree in business administration, both from Oklahoma State University. This solid educational foundation complements her hands-on experience, allowing her to effectively communicate complex financial concepts and strategies to her clients. Outside of her professional life, Natalie is a devoted mother to two daughters and an enthusiastic supporter of the Oklahoma State Cowboys. She enjoys staying active as a Peloton® rider and is proud to have served as the former president of the Tulsa Chapter Board of the Oklahoma State University Alumni Association, reflecting her commitment to community and lifelong learning.