Our Team

We are independent but not alone.

Shawn Ezell is dedicated to providing an exceptional experience for clients, so his focus remains firmly on the needs of each individual and family. Because he is affiliated with LPL Financial and through Cornerstone Wealth Services, Shawn has a broader team supporting his efforts, which frees him up to spend more time with clients.

Advisory Team

Shawn Ezell, CFP®

LPL Financial Advisor

(405) 216-3032

shawn.ezell@lpl.com

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...

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Operations Team

Lisa Bobbitt

Client Relations Manager

405.216.3032

lisa.bobbitt@lpl.com

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...

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Colleen de Keratry

Branch Administrator

colleen.dekeratry@lpl.com

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...

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Additional Support

Shawn and his team are also supported by a robust operational team through Cornerstone Wealth Services, a nationwide community of independent advisors. Through Cornerstone, Shawn benefits from shared ideas, best practices and operational resources, which gives him more time to spend with his clients.