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Meet Our Team

Jim Eagleton, MBA

Senior Financial Advisor

Phone: 918.293.7245

T. Paul Eagleton, LLM-Tax*

Senior Financial Advisor

*I am not a tax advisor, and do not make tax recommendations


Kent Brown, CFP

Senior Financial Advisor


Marti Harris

Senior Client Associate


Mindy M. Brown, CFP

Senior Registered Client Associate


Shari Williams

Registered Client Associate


Trey Eagleton, CFP, CRPS

Chartered Retirement Plans Specialist


Why Invest With Us

Why Invest With Us

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