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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Sam-Warner

Sam Warner

Portfolio Consultant

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

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

Kate-Davidson

Kate Davidson

Sr. Client Service Specialist

Katherine-Vanlandingham

Katherine Vanlandingham, CAP®

Director, Operations

Kayti Junell

Client Service Specialist

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Shanon Lee

Client Service Specialist

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