Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: Ponca City

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Joshua DeForest

Josh DeForest, CFA, CFP®

Executive Managing Director

Bellevue, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Granbury, Houston, Ponca City, Rockwall, Scottsdale, Starkville

Carl Larimore

Carl Larimore, MS, MBA, AEP, CFP®

Sr. Wealth Advisor, Director

Bartlesville, Dallas – Park Cities, Ponca City

Susan Travis

Susan Travis, CFP^®, AEP^®, CTFA

Managing Director

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake

Julie Brown, CRPC®, FPQP®

Wealth Advisor

William S. “Stan” Bivin, CFP®

Sr. Wealth Advisor

Laura Thompson

Laura Thompson

Director, Regional Sales

Austin, Bartlesville, Covington, Dallas – Park Cities, Houston, Ponca City

George Bruneau

George Bruneau

Regional Vice President

Bartlesville, Dallas – Park Cities, Fort Worth – Colleyville, Plano, Ponca City, Southlake

John Mazzei

John Mazzei, CFP®

Regional Vice President

Dallas – Park Cities, Fort Worth – Colleyville, Ponca City

Todd LaLuzerne

Todd LaLuzerne, AAMS

Regional Vice President

Austin, Bartlesville, Dallas – Park Cities, Ponca City

Danielle Frazier

Danielle Frazier, CFP®

Sr. Manager, Client Service

Austin, Bartlesville, Covington, Dallas – Park Cities, Fort Worth – Colleyville, Houston, Ponca City, Southlake, Starkville

Shanon Lee

Client Service Specialist

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