We employ great people, here to serve you.

They’re driven, diligent, meticulous and proactive on your behalf. They are available to you, responsive to your needs, and always respectful.

We recognize and reward their dedication and their commitment to your success. We invest in them and encourage their inquisitiveness and interest in lifelong learning.

Artistic image of an office environment

"Every staff meeting, every investment committee meeting, every interaction with our peers is conducted in such a way that we would be proud to have our clients listening in." - John Burns

Our Team

Oklahoma City Office

John Burns Picture
John Burns



Tim Courtney Picture
Tim Courtney



Caleb Dillard Picture
Caleb Dillard



Philip Ross  Picture
Philip Ross



Marshall Welke Picture
Marshall Welke



Jared Snider Picture
Jared Snider



Daniel Routh Picture
Dan Routh



Pamela Wood
Pam Wood



Rich Erwin Picture
Rich Erwin



Ami Black
Ami Black



David Yepez Picture
David Yepez



Scott Morris Picture
Scott Morris



Jan Pace
Jan Pace



Brandi Simmons Picture
Brandi Simmons



Chealita Bell
Chealita Bell



Liza Tambunga Picture
Liza Tambunga



Nathan Weger Picture
Nathan Weger



Jennifer Roberts Picture
Jennifer Roberts



Benjamin Courtney Picture
Benjamin Courtney



Brock Van Cleve Picture
Brock Van Cleve



Eli Glass Picture
Eli Glass



Old Lyme, CT Office

Tom McGuigan Picture
Tom McGuigan



Jean Wilczynski Picture
Jean Wilczynski



Frisco Texas Office

Jerry P. Georgopoulos Picture
Jerry P. Georgopoulos



Matt Ventura Picture
Matt Ventura



Derek Northup Picture
Derek Northup



Suzanne M. Fitzgerald Picture
Suzanne M. Fitzgerald



Monica Sipes Picture
Monica Sipes



David Totah Picture
David Totah



Andy Sayers
Andy Sayers



Robert Knode
Robert Knode



Neil Krishnaswamy
Neil Krishnaswamy



Taylor Rigler
Taylor Rigler



Dodie LaPiana Picture
Dodie LaPiana



Courtney Turner
Courtney Turner



Carly Carver Picture
Carly Carver



Steven Hamilton Picture
Steven Hamilton



San Antonio Office

Conrad Netting Picture
Conrad Netting



Don Pace Picture
Don Pace



Michelle Scarver Picture
Michelle Scarver



Ada Cartright
Ada Cartright



Barbara Caknupp Picture
Barbara Caknupp



Brenda Cadore Picture
Brenda Cadore



Cheryl Belk Picture
Cheryl Belk



Delia Garcia Picture
Delia Garcia



Dustin Schuetz
Dustin Schuetz



Manal Coleman Picture
Manal Coleman



Rachel Everly Picture
Rachel Everly



Julia Ellingwood Picture
Julia Ellingwood



Julie Cavanaugh Picture
Julie Cavanaugh



Kristin Carlton
Kristin Carlton



Mona Crone Picture
Mona Crone