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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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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

Austin Burks, CFA®

Sr. Portfolio Manager

Oklahoma City

Sam Warner

Portfolio Consultant

Oklahoma City

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