Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Shane Makary

Financial Advisor

Visit Shane Makary's website


Team

Leah Gray

Administrative Assistant

Qualifications

  • Business Administration degree from Midwestern State University
  • Team member since 2009

Roles & Responsibilities

  • Specializes in client service
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Experience the power of alliance partnerships

We are always looking for new, innovative ways to help you reach your financial goals. That’s why we partner with local professionals that can elevate your overall financial planning experience. For more information on professional alliance partnerships, click the link(s) below or reach out directly to our practice. Together, we are ready to help you on your financial journey.

  • Steve R Robinson Attorney at Law Lawton, OK