BACKGROUND:

Kindred Wealth is a financial advisory practice originally founded in 1990. The business has grown substantially over the years to its current team of eight financial advisors and nine staff members.

We believe in the power of our team working together alongside our clients. Our advice and investment approach is regularly vetted by the team to build and deliver the best possible service and outcomes for our clients. Our team of ten investment professionals includes 4 CFPs, 3 CLUs, 2 ChFCs, 5 APMAs, a CFA and a Ph.D., and over 100 years of investment experience.

The Kindred Wealth service model is built around providing ongoing advice. We do our best work in a trusted relationship with clients. We work collaboratively with clients on a broad array of complicated facets of their financial lives.

MISSION:

Our team is committed to you and your financial well-being. A relationship with us provides you with ongoing advice to bring order to your financial decisions so that your money serves your life. Whatever your needs, however long the journey, we’re with you.

VISION:

Kindred Wealth is a prestigious, full-service financial planning and wealth management financial practice that looks to fulfill the financial needs of our clients now and for generations to come.


Our advisors

John B Carroll, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

John B Carroll

CFA®, CFP®, APMA®, ChFC®, CRPC®, CLU®, CMFC®

Financial Advisor

Learn more about John B Carroll Visit John B Carroll's website
Adam H Carson, Private Wealth Advisor serving the Norman, OK area - Ameriprise Advisors

Adam H Carson

CFP®, APMA®

Private Wealth Advisor

Chief Financial Officer of Kindred Wealth
Learn more about Adam H Carson
Rodney Gray, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

Rodney Gray

CPA

Financial Advisor

Learn more about Rodney Gray
John Robinson, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

John Robinson

Financial Advisor

Learn more about John Robinson
Omar M Rosales, Associate Financial Advisor serving the Norman, OK area - Ameriprise Advisors

Omar M Rosales

APMA®

Associate Financial Advisor

Learn more about Omar M Rosales
Cayla Taylor, Associate Financial Advisor serving the Norman, OK area - Ameriprise Advisors

Cayla Taylor

CLTC®, APMA®, CRPC®

Associate Financial Advisor

Learn more about Cayla Taylor
James Wilbanks, Financial Advisor serving the Norman, OK area - Ameriprise Advisors

James Wilbanks

Ph.D., APMA®

Financial Advisor

Chief Investment Officer of Kindred Wealth
Learn more about James Wilbanks Visit James Wilbanks's website
Mark E Woody, Private Wealth Advisor serving the Norman, OK area - Ameriprise Advisors

Mark E Woody

CFP®, CLU®, ChFC®, APMA®, CASL®, CKA®

Private Wealth Advisor

Chief Executive Officer of Kindred Wealth
Learn more about Mark E Woody Visit Mark E Woody's website

Our team

Janie Bays

Janie Bays

Financial Planning Analyst

A J Cruse

A J Cruse

Client Service Specialist

Penny Kerley

Penny Kerley

Operations Specialist

Alice Mach, CFP<sup>®</sup>

Alice Mach, CFP®

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Erika Miller

Erika Miller

Administrative Assistant

Susan K. Robinson

Susan K. Robinson

Operations Director

Melissa Schmidt

Melissa Schmidt

Client Service Manager

Emily Wilbanks

Emily Wilbanks

Client Service Coordinator

Nancy Zehrbach

Nancy Zehrbach

Executive Assistant

Sandra Levitsky

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