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"I believe my clients deserve the connection provided in taking the time to truly know them, their family, their goals, and their dreams. Clients gain confidence and clarity in this approach and I find meaning and nobility in my profession."
Marcus Heckman
- Managing Director - Investments
With a background in financial services, teaching, and education, Marcus is dedicated to helping his clients reach their goals with knowledge and confidence. He is passionate about being an ally for his clients in navigating the ever-changing financial world.
Educationally, Marcus received his Bachelor of Science degree from Friends University and a Master’s Degree in Family Studies and Human Services with an emphasis on Personal Financial Planning from Kansas State University. As part of that program he also received a graduate certificate in Personal Financial Planning.
Marcus’ professional career started in education, where he served as Dean of Students at a college preparatory school in Lawrence, KS. At this time, he also coached high school basketball and taught PE. Before joining the financial services industry, Marcus worked in the insurance and estate planning field gaining valuable experience in the process. Marcus believes his unique combination of background experiences allows him to provide his clients with a personal approach focused on developing strategies that efficiently target their personal dreams and goals.
Marcus received his training in the financial services industry from Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008 and worked for the firm until 2010. He then subsequently served as a Financial Consultant for the largest bank in Oklahoma, BOK Financial Securities, for a period of five years before returning to Wells Fargo Advisors in 2015.
Marcus, his wife Jill and three children, Paige, Faith and Matthew, are all faithfully committed to the communities in which they work and live. In his free time, Marcus enjoys traveling, volunteering, and supporting his family in their activities.
Educationally, Marcus received his Bachelor of Science degree from Friends University and a Master’s Degree in Family Studies and Human Services with an emphasis on Personal Financial Planning from Kansas State University. As part of that program he also received a graduate certificate in Personal Financial Planning.
Marcus’ professional career started in education, where he served as Dean of Students at a college preparatory school in Lawrence, KS. At this time, he also coached high school basketball and taught PE. Before joining the financial services industry, Marcus worked in the insurance and estate planning field gaining valuable experience in the process. Marcus believes his unique combination of background experiences allows him to provide his clients with a personal approach focused on developing strategies that efficiently target their personal dreams and goals.
Marcus received his training in the financial services industry from Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2008 and worked for the firm until 2010. He then subsequently served as a Financial Consultant for the largest bank in Oklahoma, BOK Financial Securities, for a period of five years before returning to Wells Fargo Advisors in 2015.
Marcus, his wife Jill and three children, Paige, Faith and Matthew, are all faithfully committed to the communities in which they work and live. In his free time, Marcus enjoys traveling, volunteering, and supporting his family in their activities.
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"In my opinion, taking care of our clients and their administrative needs in a timely, accurate and ethical manner is paramount to a happy and successful client relationship."
Shauna Cornelius
- Senior Client Associate
Shauna takes great pride in her work not only for our clients but for her team as well. She serves as the key point of contact for our clients and is always striving to ensure a positive client experience handling their day-to-day administrative and operational needs. She also manages all aspects of our client relations, from client event planning, setting client appointments to managing our marketing materials.
Shauna has been working in the financial services industry for over 25 years. From her start at Morgan Stanley in 2000, moving to A.G. Edwards & Sons, Inc. in 2003 which then became Wells Fargo Advisors in 2009 to the present day, she has been helping our clients with their administrative and operational needs thru it all. During the past 21 years Shauna has also been the Operations Liaison for our Bartlesville Branch. The duties of which include making sure our Branch is always compliant with our Firm and Industry Regulations as well as assisting with the daily deposits, disbursements, and handling all the other tasks which in turn keep our Branch running smoothly.
Her commitment to client service has also been recognized by our firm. She received the Wells Fargo Advisors Platinum Council Client Associate award in 2009. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) is a distinction held by a select group of Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
With her desire of giving back to the community, she is the acting Secretary for the Bartlesville High School All Sports Booster Club, which provides both financial and moral support to the Bartlesville schools' athletic programs plus academic scholarships to 4 Middle School and 6 Senior athletes each spring.
Shauna is married to a wonderful hard working man and they have one beautiful daughter, Olivia, a graduate of OSU - Go Pokes! - who is starting her "grown-up" career in Behavioral Therapy working with autistic children. Shauna's husband, Scott, manages a cattle ranch, so after helping all our wonderful clients during the work day, she changes gears at the end of the day to the slower pace of the country life. It is here where she enjoys tending to her flowers or just sitting on the porch swing with a good book on a pretty evening.
Shauna has been working in the financial services industry for over 25 years. From her start at Morgan Stanley in 2000, moving to A.G. Edwards & Sons, Inc. in 2003 which then became Wells Fargo Advisors in 2009 to the present day, she has been helping our clients with their administrative and operational needs thru it all. During the past 21 years Shauna has also been the Operations Liaison for our Bartlesville Branch. The duties of which include making sure our Branch is always compliant with our Firm and Industry Regulations as well as assisting with the daily deposits, disbursements, and handling all the other tasks which in turn keep our Branch running smoothly.
Her commitment to client service has also been recognized by our firm. She received the Wells Fargo Advisors Platinum Council Client Associate award in 2009. The Wells Fargo Advisors Platinum Council Client Associate (previously Premier Client Associate) is a distinction held by a select group of Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.
With her desire of giving back to the community, she is the acting Secretary for the Bartlesville High School All Sports Booster Club, which provides both financial and moral support to the Bartlesville schools' athletic programs plus academic scholarships to 4 Middle School and 6 Senior athletes each spring.
Shauna is married to a wonderful hard working man and they have one beautiful daughter, Olivia, a graduate of OSU - Go Pokes! - who is starting her "grown-up" career in Behavioral Therapy working with autistic children. Shauna's husband, Scott, manages a cattle ranch, so after helping all our wonderful clients during the work day, she changes gears at the end of the day to the slower pace of the country life. It is here where she enjoys tending to her flowers or just sitting on the porch swing with a good book on a pretty evening.