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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Josh DeForest, CFA, CFP®

Executive Managing Director

Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville, Bartlesville

David P. Reynolds, CFP®, ChFC®, AAMS®

Sr. Director, Market Leader

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

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Sr. Director

Bartlesville, Dallas – Park Cities, Ponca City

Jesse Schenck, CFP®

Wealth Advisor

Bartlesville

Julie Brown, CRPC®, FPQP®

Wealth Advisor

Ponca City

Nicole Mosley, CFP®, CDFA®, CSLA

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

Ponca City

Laura Thompson

Director, Regional Client Development

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

George Bruneau

Regional Vice President

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

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Shanon Lee

Client Service Specialist

Ponca City

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When You or a Loved One Are Facing Terminal Illness: Finances To Address

Meet our Advisory Team

Search results for:

Josh DeForest, CFA, CFP®

David P. Reynolds, CFP®, ChFC®, AAMS®

Carl Larimore, MS, MBA, AEP, CFP®

Jesse Schenck, CFP®

Julie Brown, CRPC®, FPQP®

Nicole Mosley, CFP®, CDFA®, CSLA

William S. “Stan” Bivin, CFP®

Laura Thompson

George Bruneau

John Mazzei, CFP®

Todd LaLuzerne, AAMS

Danielle Frazier, CFP®

Midori Anderson

Shanon Lee

Ready to get started?

Explore More

When You or a Loved One Are Facing Terminal Illness: Finances To Address

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