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: Bartlesville Location: Dallas – Park Cities Location: Ponca City

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Charlene Miller

Manager, Client Service

Dallas – Park Cities

Haley Mitchell

Service Operations Associate

Dallas – Park Cities

Jordan Chambers-Blair

Service Operations Associate

Dallas – Park Cities

Laura Thompson

Sr. Director, Client Development

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

Mary Elizabeth Clifford

Relationship Manager

Dallas – Park Cities

Shannon Clapp

Relationship Manager

Dallas – Park Cities

Shanon Lee

Client Service Specialist

Ponca City

Sonja Johnson

Client Service Specialist

Dallas – Park Cities

Taylor Johnson

Client Service Specialist

Dallas – Park Cities

George Bruneau

Regional Vice President

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

John Mazzei, CFP®

Regional Vice President

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

Todd LaLuzerne, AAMS

Sr. Vice President

Bartlesville, Dallas – Park Cities, Ponca City

James Justus

Sr. Financial Planner

Dallas – Park Cities

Kayla Samuel

Sr. Financial Planner

Dallas – Park Cities

Nishant Mehta

Financial Planner

Dallas – Park Cities

Samantha Hoover

Financial Planner

Dallas – Park Cities

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