Broker Check
 

Tulsa, OK

Team Members

Adam Munoz

Associate Retirement Income Consultant

Al Tadeo

Branch Manager, Supervisory Principal

972.284.5472

866.763.9136

Amanda Daugherty

Business Unit Leader & Wealth Advisor

972.284.5485

G. Brent Morton, MBA

Chief Operating Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Bruce Dorman

Advisory Services - LFCM Specialist

972.284.5411

Carly Hulett

Client Services Associate

318.841.1188

318.841.0701

Carolyn Heath

Client Care Specialist

252.649.6114

252.566.9712

Chad Perry

Business Unit Leader & Wealth Advisor

830.626.5554

830.626.5556

Chrystal Badillo

Branch Manager, Supervisory Principal

972.284.5408

866.763.9136

Claudia Martin

Managing Director of Advisor Operations

972.284.5450

866.763.9136

Clorissa Nash

Advisory Operations Lead – Billing Team

972.284.5471

866.763.9136

Dana Coulter

Client Services Associate

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

972.284.5466

866.763.9136

Diane Radcliffe

Client Services Associate

772.283.2356

772.283.6104

Donna Boisfontaine

Client Services Associate – Private Client Services

Doug McDaniels

Insurance Specialist & Wealth Advisor

915.532.8622

Edward K. Leader

Branch Operations Manager

252.649.6116

252.566.9712

Elvia Crossland

Client Services Associate

915.800.4950

915.232.9852

Erica Dennis

Advisory Operations Associate – New Accounts Team

972.284.5429

Ernest Tannis

Branch Manager, Supervisory Principal

251.445.4784

Frank Martin, CFP®, AIF®

Managing Director & Wealth Advisor

850.563.2850

850.563.2849

Greg Anderson

Level Four Insurance Chief Marketing Officer & Income Partner

972.284.5436

972.381.8222

Gregg Overstake

Director of Supervision

972.284.5459

866.763.9136

Holly Green

Client Services Associate

252.649.6106

252.477.0330

Hope Hemby-Currie

Client Services Associate

252.566.4890

252.566.9712

Edmon "Jake" Tomes

Chief Executive Officer & Private Client Wealth Advisor

866.834.1040

866.763.9136

Jason Doise, LUTCF

Business Unit Leader & Wealth Advisor

225.892.4183

Javier Castro

Advisory Operations Associate – New Accounts Team

972-284-5463

Jeffrey Brasse

Wealth Advisor & LFCM Specialist

321.242.2512

Jena Blue

Transitions Support Specialist

972.284.5429

Jessica Titus

Office Manager/Admin

919.783.7787

919.783.8825

Jill Zacha, JD

Chief Compliance Officer & Corporate Counsel

972.284.5475

866.763.9136

Jo-Ann Palmere

Onboarding Associate & Client Services Associate II

Josh Hampton, CFP®

Business Unit Leader & Wealth Advisor

972.284.5495

866.763.9136

Joy Robinson

Executive Assistant

972.284.5452

866.763.9136

Katherine Nicholas

Advisory Operations Associate – Billing Team

251.445.2431

Kelly Keltner

Client Services Manager

866.806.3562

270.467.5028

Kevin Welch

Fiduciary Support Specialist – Retirement Plans

972.284.5482

Krista Norman, FPQP®

Advisory Operations Lead – New Accounts

Lal Echterhoff, CFA®

Senior Portfolio Manager, Director of Equities

972.284.5462

866.763.9136

Leah Givens

New Business Associate

252.316.4114

252.668.6022

Lisa Warenda

New Business Manager

252.316.4101

252.566.9712

Lisa Monello

Client Services Associate II

972.284.5415

Louise Oglesby

Client Services Manager

252.649.6117

252.566.9712

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

972.284.5481

866.763.9136

Marc Whitehead

Income Partner & Private Client Wealth Advisor

Margaret Woelffer

Talent Acquisition Associate

Marshall Barclay, MBA, CRPC®, CFP®

Business Unit Leader & Wealth Advisor

915.800.4951

915.232.9852

Matt Craig

Practice Director - Private Client Services

972.284.5498

Matt Estes

Business Development Manager

972.284.5419

Matthew R. Rogers, ChFC®

Wealth Advisor Assistant

866.772.6669

252.566.9712

Michael Sutter II

Private Client Wealth Associate

972.284.5438

866.763.9136

Michelle Young

Graphic Design & Marketing Associate

972.284.5473

866.763.9136

Molly Flynn

Compliance Associate

251.445.4787

251.281.2006

Nancy Ybarra

Special Projects Coordinator

972.284.5490

866.763.9136

Paula Sutton

Client Services Associate

252.649.6118

252.566.9712

Rebecca Lasher

Operations Associate – New Accounts Team

251.445.2428

888.206.5230

Richard Dressler

Wealth Advisor & Retirement Plans Specialist

770.329.5469

Rick Erickson

Operations Integration & Support Director

972.284.5430

866.763.9136

Sally Echterhoff

Client Services Associate

972.284.5456

866.763.9136

Shanetta Pledger

People Operations Generalist

Sherry Harris

Operations Associate – New Accounts Team

251.445.1612

Stacey Lavender

Chief Compliance Officer, Brokerage

251.445.2434

Steven Miller

Transitions Support Specialist

972.284.5441

866.763.9136

Susan Ellen

Client Services Assistant

866.772.6669

252.566.9712

Suzanne Durbin, ChFC®

Wealth Advisor & Business Services Specialist

770.261.5428

Terry Thompkins, CFP®, CLU®, AEP®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

972.284.5492

866.763.9136

Thadius Beavers

Branch Manager, Supervisory Principal

972.284.5439

Todd M. Bulot

Practice Director - Asset Management

972.284.5488

866.763.9136

Vannessa Marley

Client Services Associate

972.284.5442

866.763.9136

Wilbur S. “Billy” Hemby, CFP®

Managing Director & Wealth Advisor - North Carolina

252-649.6111

252.566.9712



2738 E 51st Street South, #370 |  Tulsa, OK 74105

Phone: 918.749.0921 ext. 26