Latitude Wealth Advisory

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Latitude Wealth Advisory
Team photo for Latitude Wealth Advisory

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Advisors

Advisor photo for David Provenzano

David Provenzano

MBA, CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Visit David Provenzano's website
Advisor photo for Mike Purzner

Mike Purzner

APMA®

Private Wealth Advisor

Visit Mike Purzner's website
Advisor photo for Lorianne Williams

Lorianne Williams

BFA, APMA®

Financial Advisor

Behavioral Financial Advisor
Visit Lorianne Williams's website
Advisor photo for Brett Vandervort

Brett Vandervort

APMA®

Financial Advisor

Visit Brett Vandervort's website


Team

Stacey Davis

Stacey Davis

Paraplanner,

Financial Planning Analyst

Qualifications

  • Bachelor of Science in Finance, Northeastern State University.
  • Stacey has been with our practice since 1999.

Roles & Responsibilities

  • Stacey manages financial planning, trades, and assists in client relations.
  • Stacey’s a lifelong resident of Broken Arrow, where she and her husband, Kirk, live with their two children, Jordyn and Carson, and their three dogs, Barkley a shih tzu, and boxers, Tyson and Lexi.
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Kristal Briggs

Kristal Briggs

Operations Manager

Qualifications

  • Bachelor of Science in Financial Planning, Northeastern State University.
  • Kristal has been with Ameriprise since 2010, and with our practice since 2011.

Roles & Responsibilities

  • Kristal manages client relations and practice operations.
  • Originally from Texas, Kristal moved to Sand Springs at the age of 9. She currently lives there with her Husband, Dale and corgi, Hannah. She also helps raise her niece, Jasmyn, and stepson, Jaxon.
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Chandler Cullip

Chandler Cullip

Administrative Assistant

Qualifications

  • Associates in Liberal Arts, Rogers State University
  • Chandler has been with Ameriprise since 2019

Roles & Responsibilities

  • Chandler manages client relations and practice operations for Mike Purzner at our second location.
  • Chandler is a resident of Sand Springs where she lives with her son Weston and their sweet bunny Abbott.
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Liz Boyd

Liz Boyd

Administrative Assistant

Angie Barnes

Angie Barnes

Paraplanner