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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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

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

David Reynolds

David P. Reynolds, CFP®, ChFC®, AAMS®

Sr. Director, Market Leader

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

Carl Larimore

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Sr. Director

Bartlesville, Dallas – Park Cities, Ponca City

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

Nicole Mosley, CFP®, CDFA®, CSLA

Wealth Advisor

Bartlesville, Dallas – Park Cities, Rockwall

Scott-Cravens

Scott Cravens, JD

Sr. Wealth Advisor, Director

Tyler-Grubbs

Tyler Grubbs, AIF®

Sr. Wealth Advisor

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

Zac-Reynolds

Zac Reynolds, CFA®

Sr. Wealth Advisor

Laura Thompson

Laura Thompson

Director, Regional 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, Southlake

John Mazzei

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Austin-Burks

Austin Burks, CFA®

Sr. Portfolio Manager

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