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.

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Location: Oklahoma City

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David-Stanley

David Stanley, CTFA®

Sr. Wealth Advisor

Hunter-Brown

Hunter Brown, CFP®

Wealth Advisor

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

Kyle-Ray

Kyle Ray

Sr. Wealth Advisor

Max-Rhodes

Max Rhodes, JD

Sr. Wealth Advisor

Scott-Cravens

Scott Cravens, JD

Sr. Wealth Advisor, Director

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Belinda Richardson

Belinda Richardson

RVP, Community

Bartlesville, Ponca City, Oklahoma City

Austin-Burks

Austin Burks, CFA®

Sr. Portfolio Manager

Sam-Warner

Sam Warner

Portfolio Consultant

Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Katherine-Vanlandingham

Katherine Vanlandingham, CAP®

Director, Operations

Kayti Junell

Client Service Specialist

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