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Lauren Zirtzman

Relationship Manager

Oklahoma City

Shanon Lee

Client Service Specialist

Ponca City

Austin Burks, CFA®

Sr. Portfolio Manager

Oklahoma City

Sam Warner

Portfolio Consultant

Oklahoma City

Todd LaLuzerne, AAMS

Sr. Vice President

Bartlesville, Dallas – Park Cities, Ponca City

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Meet our Advisory Team

Search results for:

Lauren Zirtzman

Shanon Lee

Austin Burks, CFA®

Sam Warner

Todd LaLuzerne, AAMS

Ready to get started?

Explore More

What Financial Independence for Women Business Owners Really Means

A Family Office for Your Family: A Wealth Tradition Within Reach

The 2026 Midterm Elections and Why Politics and Investing Still Don’t Mix

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