Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Search results for:

Location: Bartlesville

Clear All Filters

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Managing Partner

Dallas – Park Cities, Fort Worth – Colleyville, Rockwall, Bartlesville, Ponca City, Chesterfield

Carl Larimore

Carl Larimore, CFP®, AEP®

Partner

Bartlesville, Dallas – Park Cities, Ponca City

Jesse Schenck, CFP®

Wealth Advisor

Nicole Mosley, CFP®

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

Laura Thompson

Sr. Director, Client Development

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City, Rockwall, Bartlesville, Plano, Granbury

Todd LaLuzerne

Todd LaLuzerne, AAMS

Senior Vice President

Bartlesville, Dallas – Park Cities, Ponca City

Ready to get started?

Explore More

Retirement

IRMAA vs. Social Security Tax: What’s the Difference?

May 28, 2026

Estate Planning

Estate Planning for Widows and Widowers: Strategies for Protecting Your Wealth

May 27, 2026

Retirement

Why Getting the First Years Right May Matter Most

May 26, 2026

Continue Browsing