
Executive Team
|
Chief Executive Officer/Wealth Advisor |
President/COO |
Founder |
Licensed Financial Advisors
|
Chief Executive Officer/Wealth Advisor |
Sr. Wealth Advisor OKC |
Sr. Wealth Advisor Tulsa/Bartlesville |
Sr. Wealth Advisor Tulsa |
|
Financial Services Director |
Wealth Advisor Enid/Fairview |
Client Relationship Manager Tulsa |
Para-Planner Tulsa |
|
Para-Planner Enid |
Tax Directors and Managers
|
Executive Tax Director |
Enid Tax Director |
Tax Manager |
Tax Manager OKC |
|
Fairview Tax Director |
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