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.

Search results for:

Southwest: Oklahoma

Clear All Filters

Sam Warner, CFA®

Portfolio Consultant II

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

Sr. Client Service Specialist

Katherine Vanlandingham

Director, Operations

Kayti Junell

Client Service Specialist

Midori Anderson

Client Service Specialist

Bartlesville, Dallas – Park Cities

Shanon Lee

Client Service Specialist

Ready to get started?

Explore More

person sitting with an insurance advisor looking at paperwork

Personal Finance

What Is Umbrella Insurance and Do I Need It? Answers To FAQs

July 3, 2025

Personal Finance

The House Tax Bill: No Tax on Tips or Overtime

July 1, 2025

Taxes

How Much Can You Give in 2025 Without Paying Gift Tax?

June 30, 2025

Continue Browsing