About Us

Working with Us

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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