Hi, I’m Alex Klingelhoeffer, an intergenerational wealth management expert here at Exencial Wealth Advisors. I work with successful business owners and families that want to live comfortably on their accumulated wealth, and pass those assets and values on to the next generation. For example, most business owners are laser-focused on growing their business but don’t have enough time to ensure their familial financial goals are met and portfolio is firing on all cylinders. At Exencial we’ve developed a unique process called E3 to take the stress and complexity of family finances and translate them into strategies for success that can help our clients spend their time and energy on the parts of life that they find meaningful. In our experience these solutions radically reduce the amount of time and mental energy our clients spend worrying about finances and empower them to live the lives of their dreams.

Ami Black recently just joined the investment team at Exencial Wealth Advisors. She is very excited and grateful to get the opportunity to work with and learn from investment officers and advisors that have the clients’ best interests. She recently made the transition from trading electricity in the Real Time Power Markets to trading securities in the Financial Markets.

Ami was born in Oklahoma City Oklahoma, and grew up here all the way through high school. She was recruited to play soccer for a NAIA school in Rome Georgia, named Berry College. Ami was fortunate enough to be a member of the 1993 NAIA Women’s National Championship Team, and named in 1996 NAIA Women’s Soccer Player of the Year. She received an excellent education at Berry College, with a BS in Business Management and a Masters in Business Administration, as well.

Ami has two glorious sons, Christian and Max. They keep her on her toes! She loves God, the Church and spending time with her family. She coaches youth soccer and leads a women’s life group when she is not at work.

Caleb Dillard is the husband of Gina Dillard and the father of two full-of-life boys—Carson and Jackson, and beautiful baby girl Lillian Joy. He has been the COO of Exencial Wealth Advisors since 2017 and was the CCO for four years.   His responsibilities include overseeing the day-to-day execution of the firm, leading the firm’s leadership team, and overseeing special projects for the firm. He is a CFA Charterholder; a graduate of East Central University in Ada, Oklahoma; and a member of Exencial’s Board.

History with Exencial Wealth Advisors 

In 2015, Caleb left his Associate Wealth Advisor position with another firm and joined Exencial as a trader to actively participate in portfolio management and the Investment Committee. It was generally a step down from his previous positions, but working at a firm with the noble cause of always doing the right thing for clients was of the utmost importance to him. In his trader position, he streamlined reporting and analysis with programming while completing exams to earn the designation of CFA Charterholder, a leading industry designation. He then shifted toward more core business improvements and then, in 2017, became COO, where he started leading larger teams and improvements for the firm.

Throughout his tenure with Exencial, Exencial has made several acquisitions, more than doubled firm revenue, expanded to four new states, and expanded its tax services and investment team.

Caleb is constantly improving himself through his own experiences, the experiences of others, study groups, conferences, podcasts, webinars, and books. 

Additional Background 

Further in his background, Caleb spent seven years in banking, with his most recent position being Loan Officer; he flipped four houses and managed his own portfolio. He grew up in Ada, Oklahoma, in a family of six children.

Hobbies and Interests 

Caleb loves spending time with his family and enjoys “the little things.”  Before having children, he was an avid skeet shooter, hunter, and fisher; now, he is a cook and avid reader. He is a Christian and enjoys serving the Church and community together as a family.

Favorite Books 

1. Atomic Habits by James Clear [Self Improvement] 
2. The 7 Habits of Highly Effective People by Stephen Covey [Self Improvement] 
3. Rocket Fuel by Gino Wickman and Mark C. Winters [Business] 
4. The Goal by Eliyahu Goldratt [Business] 
5. The Stormlight Archives by Brandon Sanderson [Fantasy] 

Caleb is a part of the operations team at Exencial. He has a passion for learning new things, helping people, and solving complex problems. During his free time, Caleb enjoys spending time with family, traveling to new places, being outdoors and eating spicy foods.

Cassandra recently joined the Exencial Team as a Relationship Manager, with a background in client services. She is looking forward to lending a helping hand to the team and our clients. Cassandra grew up in Oklahoma, and has been a resident of Oklahoma City since 2006. Cassandra attended East Central University in Ada, where she earned a Bachelors of Science in Education.
Cassandra and her husband, Jose, enjoy watching baseball and traveling, and have plans to visit all the major league baseball stadiums. They have two Yorkies, Mickey and Koufax, who love playing fetch and spending time together. When she is not working, Cassandra also enjoys being outdoors, exercising, and especially spending time with friends and family.

Jared Snider, a licensed attorney and member of the Oklahoma Bar Association, is a partner and senior wealth advisor. Jared’s commitment is to never lose sight of what matters most to the people he serves.

Jared and his team of investment, tax, estate, and planning experts provide financial leadership and advice execution to executives, business owners, wealth creators and wealth inheritors in pursuit of a work-optional lifestyle.

Each of Jared’s clients has unique goals, opportunities, and challenges. Jared helps his clients find the right solution for each area of their financial world, so they have peace of mind and freedom of their time.

Jared has worked in wealth management, law, and banking for eighteen years. Jared graduated with highest honors from The University of Tulsa College of Law as a member of the Order of the Curule Chair.

Jared, his wife Lindsey, and their two children live in the OKC metro. They are leaders in their local church and are founders of Wellstead, a nonprofit organization that provides cost-free retreats for foster families, single parent families, ministers, and survivors of tragedy.

Jeff is a wealth management professional with over 22 years of experience. He received his Finance degree from the University of Central Oklahoma in 1999.

Prior to joining Exencial Wealth Advisors, Jeff spent 12 years as a senior financial advisor for a national CPA firm. Before that, he spent 6 years at Fidelity Investments.

Jeff has spent the majority of his career helping clients meet their financial goals and achieve financial freedom. Jeff will review your current financial situation, discuss your personal investment goals and objectives, and determine how Exencial Wealth Advisors can best benefit you.

In his spare time, Jeff enjoys spending time with his wife and daughter. Some of his hobbies include boating, fishing, golfing, and camping with his family.

John Burns is the CEO of Exencial Wealth Advisors, a leading provider of fee-only, objective investment management and financial planning services to individuals, families, corporate executives, and business owners all over the country. The firm also serves as a fiduciary for institutional-level clients and corporate and municipal retirement plans.

Exencial, which employs more than 95 individuals and manages approximately $4.2 billion in total assets, is one of the fastest-growing firms in the United States (as named by Financial Advisor Magazine) and has been listed as one of the country’s top independent RIA firms by the Financial Times. Exencial currently has offices in Oklahoma City, Old Lyme, CT, San Antonio, North Carolina, and Frisco, Texas.

The firm and its experts are regularly called upon for speaking engagements, including panels at major industry conferences hosted by national organizations.

Additionally, John and his colleagues are frequently in the news, having been featured on CNBC and Fox Business, as well as quoted in national publications such as The Wall Street Journal, U.S. News & World Report, CNNMoney and Bloomberg.

John himself has 30+ years of industry experience. One of his initiatives at Exencial has been to attract, retain and mold the next generation of talent to ensure clients will receive a consistent, high level of service for years to come.

In addition to his role leading Exencial, he is a founding member of aRIA, the alliance for RIAs, a boutique industry association of six elite RIA firms offering insight for advisors to enhance their firms’ enterprise value.

He earned a Bachelor of Science in Business Administration from the University of Oklahoma in 1986. He attained the Certified Financial Planner™ (CFP®) designation in 1992 and serves as a member of the Financial Planning Association on a local and national level.

John and his wife, Melanie, split their time between Oklahoma City and Dallas. Children and Grandchildren include: Jake, Ashton, and grandson River, who live in Dallas and works in commercial real estate; Murphy, who lives in Dallas and works for Exencial Wealth Advisors and Mitchell (1996 -2023).

Lori C. Stephenson, CFP®, is a seasoned financial services professional with over two decades of experience in financial planning, investment advising, client relationship management, and team leadership. Known for her sharp attention to detail, strategic problem-solving abilities, and commitment to continuous improvement, Lori has built a career focused on helping others thrive.

She has held key roles at respected firms including Fidelity Investments and Edward Jones, where she served as an advisor and High Net Worth Associate. Since joining Exencial Wealth Advisors in August 2018 as a Wealth Advisor, Lori has built strong, lasting relationships with clients by taking the time to understand their families as well as their personal and financial goals.

Lori specializes in working with high-net-worth individuals, retirees, executive women, and clients navigating major life transitions such as divorce or the loss of a spouse. Her ability to guide people through complex emotional and financial situations distinguishes her approach. She also enjoys working with millennials, newlyweds, and young professionals—equipping them with the financial literacy and guidance needed to build a strong foundation for the future.

Lori and her husband, Mark, moved from Denver, Colorado, to Choctaw, Oklahoma, in 2018 with their two children, Norah and Teagun. Outside of work, she enjoys quality time with her family and actively serves in her church’s Student Ministry, where she leads Connect Groups.

Rusty Ross joined Exencial Wealth Advisors in 2012. He began his career at KPMG in Dallas, where he worked on tax compliance, planning, and research for alternative investments, private equity funds and large real estate investment partnerships. Rusty always had an interest in the investment and financial planning field, and his time servicing clients at Exencial solidified that it was a great fit. He enjoys working directly with clients to help achieve their Family, Occupation, Recreation and Money goals through tax, investment, and estate planning.

Rusty graduated from the University of Oklahoma with a Bachelor of Science in Business Administration and a Master of Accountancy in 2009. He gained his CPA license in 2011. Rusty is a member of the American Institute of CPAs, AICPA Tax, and AICPA Personal Financial Planning practice areas.

Rusty, his wife, Whitney, three children, Blair, Boyd, and Blythe, and dog Fletch live in Oklahoma City, Oklahoma. They attend and are involved with Christ the King Catholic Church and School. In his free time, Rusty enjoys spending time with his kids, playing golf, grilling, and watching college football.

Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs the investment committee. He attained the Certified Investment Management Analyst (CIMA) designation in 2005 and has more than 15 years of experience advising individuals, corporations and organizations on investments and markets, tax planning and retirement.

Much of Tim’s time is spent meeting with clients, formulating and advising on client strategies, and performing investment and portfolio research. Prior to Exencial, Tim worked for Fidelity Investments in Dallas, TX. He graduated from Oklahoma State University in 1994 with a Bachelor of Science in Business Administration.

Tim has shared his expertise as a guest on CNBC and FOX Business, and his research has been featured in The Wall Street Journal, Barron’s, AARP Magazine and elsewhere.

Tim is married to Jennifer and they live in Edmond with their four children: Ben, Abby, Susannah and Amelia. They enjoy traveling as a family and spending time participating in sports, such as tennis and volleyball.

CIMA – The CIMA® certification signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. Prerequisites for the CIMA® certification are three years of financial services experience and an acceptable regulatory history. To obtain the CIMA® certification, candidates must pass an online Qualification Examination, successfully complete a one-week classroom education program provided by a Registered Education Provider at an AACSB accredited university business school, and pass an online Certification Examination. CIMA® designees are required to adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA® designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through Investment Management Consultants Association (IMCA®).