CEO & Senior Wealth Advisor
Oklahoma City Office
Chief Financial Officer
Enid Office
Senior Wealth Advisor & Shareholder
Executive Tax Director
Fairview Office
Tax Director
Tulsa Office
Client Services Manager
Director of IT
Marketing Strategist
Chief People Officer
General Counsel
Executive Client Services Representative
Registered Client Associate
Client Relationship Coordinator
Bartlesville Office
Neal Freeman, CFP®
Associate Financial Advisor
Registered Representative
Client Service Associate
Wealth Advisor
Accounting Manager
Tax and IT Coordinator
Tax Advisor
Tax Coordinator
Accounting Advisor
Accounting Specialist
Office Coordinator