Putting
people first.
Get to know our leadership team
Leadership at the Oklahoma City office is dedicated to doing good for our clients, employees and community.
Financial Security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine your best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you...
Financial Security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine your best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, I can help you identify your needs and provide complementary solutions.
Kimberley Herman
Associate Financial Advisor
Laken Palmer
Director of Recruitment
Stephanie Stewart
Director of Development