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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Southwest: Oklahoma

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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

Scott-Cravens

Scott Cravens, JD

Partner

David-Stanley

David Stanley, CTFA®

Sr. Wealth Advisor

Hunter-Brown

Hunter Brown, CFP®

Wealth Advisor

Jesse Schenck, CFP®

Wealth Advisor

Jordan-Dean

Jordan Dean, CTFA

Wealth Advisor

Julie Brown, CRPC®, FPQP®

Wealth Advisor

Kyle-Ray

Kyle Ray

Sr. Wealth Advisor

Max-Rhodes

Max Rhodes, JD

Sr. Wealth Advisor

Nicole Mosley, CFP®

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall, New Orleans – Metairie

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Katherine-Vanlandingham

Katherine Vanlandingham, CAP®

Director, Operations

Kayti Junell

Client Service Specialist

Laura Thompson

Sr. Director, Client Development

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

Lauren Zirtzman

Relationship Manager

Shanon Lee

Client Service Specialist

Belinda Richardson

Belinda Richardson

Regional Vice President

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