Advisory Team
Shawn Ezell, CFP®
LPL Financial Advisor
Shawn’s interest in the financial world started as kid in rural Oklahoma. In the summers, he worked for a local attorney who first taught him about compounding interest and financial independence: Each dollar you have can become...
Operations Team
Lisa Bobbitt
Client Relations Manager
Lisa is a lifelong resident of Oklahoma and someone who embraces the “Oklahoma Standard.” Throughout her career, her focus has always been and will always be on providing service to the client. She shows this by listening...
Colleen de Keratry
Branch Administrator
As a fundraising professional for 20 years, Colleen enjoyed helping nonprofits fulfill their mission. Even more, she loved facilitating the sense of accomplishment and deep fulfillment donors experience in using their resources as...