Our Team

Jeff has built a loyal clientele by offering customized investment guidance and exceptional service for affluent individuals and institutions. Throughout his career he has helped his clients plan for and achieve their financial goals including estate planning strategies, college funding, retirement planning and retirement income planning that enables his clients to enjoy their retirement without the worry of outliving their assets. 

"I grew up hearing and learning about this business since my Dad was a financial Advisor for Bache & Co., predecessor to Wells Fargo Advisors. This is simply something that I've always wanted to do."

He began his career at Prudential Securities, predecessor to Wells Fargo Advisors, in 1992, after earning his law degree in 1985 and working as an attorney. Through a series of mergers, Prudential Securities became Wells Fargo Advisors. As a trusted advisor with over 30 years of experience, he recognizes the trust his clients place in him and is always available to discuss any questions, issues or opportunities that come up. 

Jeff has been married to his wife, Lori, for 30 years and is proud of his three children, Max, Amanda and Jack. Jeff also enjoys music and plays lead guitar in a 70's and 80's rock band. 

 

Robin has over 20 years of experience in the financial services industry and over 14 years as a Financial Advisor. She takes a highly personalized approach to providing clients with trusted advice and takes the time to get to know each client so she can help create an investment plan to help address their unique goals and objectives.

"I enjoy helping people. Listening to their story and figuring out a plan to incorporate their concerns and their goals."

She was with Prudential Securities (predecessor to Wells Fargo Advisors) in 2000 in their operations area when she had the opportunity to join The Blumenthal - Harlin Financial Group. Robin has worked with many of our clients for over 21 years, listening to their needs and goals as they changed over time, and adapting the portfolios and strategies. With her attention to the details, she is able to help design a portfolio that balances risk, growth and income, suited for your individual goals and risk tolerance.

Robin has been married over 34 years to Dave and they have two adult children, Trevor and Karina. Robin enjoys gardening and home renovations, to her husband's dismay, and loves relaxing with her family.

Peter is a Financial Advisor with Wells Fargo Advisors based in Oklahoma City.  Peter helps individuals achieve their investment goals by advising them across the spectrum of financial topics.  He considers it a privilege to serve clients and deeply appreciates the trust vested in him by them.  

“Listening and learning are two of my favorite things to do.  I get to do this every day in my role through my conversations with clients.” 

Peter began his career in wealth management at the J.P. Morgan Private Bank.  He started with J.P. Morgan in Chicago as an intern, and then joined the firm spending three years in Denver on a team overseeing more than $2B in client investment and credit positions.  In 2015, Peter moved back to Oklahoma City with J.P. Morgan to work on the investment desk helping clients manage their investment portfolios and execute brokerage trading across all asset classes.  Seven years ago, he joined Wells Fargo Advisors and has served his clients here since that time.  

Peter graduated cum laude from Oklahoma City University with degrees in Finance and Economics.  He is a native of Oklahoma, and lives with his wife, Shantel, and their four children.  He loves all things outdoors, playing and listening to music, and watching sports. 

Lyn began her career in the financial industry over 30 years ago and brings her unique personality of caring and commitment to the team and their clients.

"I enjoy working with our clients as they are good friends. We enjoy their company and invest in their lives."

She first joined Wells Fargo Advisors' predecessor, Prudential Securities, in 2001 as a Registered Sales Associate and joined The Blumenthal - Harlin Financial Group of Wells Fargo Advisors in 2011. Lyn focuses on handling estate distributions and charitable gifting for clients and embraces the team's client first approach to delivering excellent client service.

Lyn has been married for 41 years to her husband, Darrell.  They have four adult children and 2 grandkids.  She enjoys adventures with her grandkids, quilting, and is a collector of vintage Singer sewing machines.

Jerika is a Client Associate with over 10 years of customer service experience and joined the team in 2020.

Jerika embraces the team's client first approach to delivering excellent service with her patience, kindness and willingness to help.  Her background includes earning her degree in business from Oklahoma State University and customer associate roles at Accurate Accounting and Coldwell Banker. Now as a Client Associate, she dedicates herself to providing the highest level of service to clients.  

Jerika is the oldest of her 4 siblings and enjoys spending time with family, attending comedy shows and concerts.

Teresa began her career in the financial industry 40 years ago.  She joined Wells Fargo Private Bank in August of 2016 and transitioned to Wells Fargo Advisors in 2020.

Teresa loves working with a team that puts the client first. She is patient, kind and nurturing to those she supports and the clients she serves. 

Teresa was born and raised in Norman, Oklahoma.  She was the youngest of five children.  She enjoys the outdoors, gardening, and working with dogs.  She and her husband have two boys, a daughter-in-law, and a precious grandson.