Daylene Bachman

My career began as a stockbroker and branch manager, and with more than 30 years of industry experience, I have seen a lot of changes.

As a financial advisor, my greatest goal is to help you feel confident and empowered throughout our process. Using an established process, we explore a complete financial and risk assessment, then tailor a solution just for you. I also work with your other trusted advisors, including your accountant and attorney, to help you develop a comprehensive strategy that leverages everyone’s expertise. I have a passion for helping and educating people. Over the years, I have partnered with a diverse group of clients. Whether their goal is to plan for and live their ideal retirement, save for college, manage multigenerational wealth, navigate finances through a divorce, or efficiently manage their business, we help by developing a unique strategy for long-term financial success. No matter their reasons for planning, I am committed to helping my clients achieve their financial goals. My goal is to encourage people to save for their future best friend. I have always had a love of numbers and have been a diligent saver since the age of 19. Throughout my time in the industry, I have held five licenses with FINRA and my insurance licenses. To better serve my clients, I increased my acumen and earned both the Chartered Financial Consultant® or ChFC® and Chartered Retirement Planning Counselor™ or CRPC™ designations. Outside of Edward Jones, God and family are extremely important to me. I am happily married with two handsome adult children. Most of my life has been lived in Edmond, Okla. To help in the community, I am the past president of NW OKC Rotary Club, and we fundraise for the Alzheimer’s Association, Homeless Alliance, the YMCA, the Boys and Girls Clubs, the Infant Crisis Center and many more. In my free time, I enjoy hiking, kayaking, canoeing, boating, billiards, dancing and various martial arts. Let’s talk. Click the Request an Appointment button above, and we can discuss your unique situation.