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Our advisors
Advisors in Oklahoma City, Northwest Arkansas and Odessa, with decades of experience between them and roots in the communities they serve.
Partner, Senior Wealth Advisor
More than 30 years in wealth management, from making daily cold calls as a trainee to running some of the most profitable offices at major financial firms. Rick works with small business owners and successful families, holds an exit planning designation, and wrote Beyond Wealth. Oklahoma State University; Oklahoma Army National Guard.
Wealth Advisor
A University of Oklahoma graduate and Eagle Scout. Kip runs the firm's business owner briefings with SDR Ventures and works with the next generation of clients as they build confidence and clarity in their financial futures.
Partner, Senior Wealth Advisor
Wealth management, business planning, estate planning and wealth preservation, focused on helping clients accumulate, protect and transfer wealth to the next generation. Scott built and managed offices for Dean Witter, Morgan Stanley and Raymond James.
Partner, Senior Wealth Advisor
More than 35 years in financial services: wealth preservation, investment management, retirement, estate and tax planning, and business valuation strategies. University of Arkansas; a Charleston, Arkansas native who lives in Rogers.
Managing Director, Senior Wealth Advisor
A financial advisor since 2000, working on wealth preservation, retirement planning and insurance strategies. Wealth Management Specialist and Certified Estate Planner. Born and raised in Rogers; University of Arkansas.
Director of Tax and Estate Planning
Leads the firm's advanced planning: wealth transfer, estate and tax planning, business succession, asset protection and philanthropic giving. An Arkansas-licensed attorney with an LL.M. in taxation, and a CERTIFIED FINANCIAL PLANNER™ professional.
Senior Wealth Advisor
24 years helping clients build, manage and protect wealth, including 13 years as a regional manager and principal for the wealth division of a regional bank. A Northwest Arkansas resident for more than 40 years.
Managing Director, Senior Wealth Advisor
A financial advisor since 1983 who spent more than 20 years with Raymond James before joining in 2024. Kathy works on wealth planning and investment management for individuals, community organizations and corporate retirement plans. Part of the Odessa community since 1977 and a past president of the Odessa Rotary Club.
Managing Director, Senior Wealth Advisor
More than 40 years in financial services, helping clients plan for retirement, save for college and grow wealth with a focused, strategic approach to investment management. University of Texas at El Paso.
A short introductory call to hear what you are working toward and whether we are the right fit. It is a conversation with a fiduciary, not a sales pitch.