How We Work
We believe this is the beginning of a life long relationship so we want to be sure that it is right for the both of us. We spend time with you to really understand what keeps you up at night, what is important to you and your family and your vision for your future. We need to understand, from your perspective, what your ideal financial partner looks like so we can be sure we can deliver upon your expectations. Then we roll up our sleeves and get busy, helping you gather all the pieces of your current financial situation so we can understand the foundation we will be building upon.
Kelly D. Wisdom
Financial Consultant
877-735-4377
Kelly Wisdom graduated from Cameron University in 1993 with a Bachelors of Business Administration in Marketing. Upon graduating Kelly began his financial career and has experience in the industry since 1994. He is registered with...
Sharon Ireland
Operations Manager
877-735-4377
Sharon Ireland is the Operations Manager for our entire team. She has been in the Financial Services Industry for over 20 years. She attended Oklahoma City Community College with her focus on Finance. She is registered with FINRA and...
Scott Dean
Wealth Advisor
877-735-4377
Scott is a Wealth Advisor who began his career in 2001. In addition to serving his clients investment and financial planning needs he enjoys serving his local community and industry. He has served in voluntary roles as either...
Howard T Styron
Financial Consultant
580-307-8008
Howard Styron is a native Oklahoman, born and raised in Hobart, OK. He graduated with a Bachelor of Science degree from the United States Military Academy at West Point, NY and received a Master's degree from the Naval Postgraduate...
Craig Loney, CLU®, ChFC®
Financial Consultant
877-735-4377
Craig Loney graduated from Oklahoma Christian College in 1974 with a Bachelor of Science Education in Biology. After graduation he taught high school science for four years at Putnam City High School. He then entered the oil and gas...
Robert Lockard
LPL Financial Advisor
580-307-8008
Rob Lockard graduated from the University of Oklahoma with a Bachelors of Business Administration in Finance. He then attended the University of Tulsa and received his Masters of Business Administration. Rob has been in the financial...
Jacob Rainbolt
Financial Consultant
877-735-4377