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.


Our advisors

Advisor photo for David Karimian

David Karimian

CFP®, CRPC, APMA®

Private Wealth Advisor

Chief Executive Officer of Prime Wealth Management
Learn more about David Karimian Visit David Karimian's website
Advisor photo for Braden Tyler

Braden Tyler

APMA®, CRPC

Financial Advisor

Learn more about Braden Tyler Visit Braden Tyler's website


Our team

Pam Woods

Pam Woods

Practice Manager,

Paraplanner

Qualifications

  • Oklahoma Life, Health and Variable Annuity license
  • Series 7, 63 and 65

Roles & Responsibilities

  • Process client transactions and money movements
  • Questions on year-end tax reporting for 1099s and cost basis information
  • Estate Settlements
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Mila Lutz

Mila Lutz

Client Service Manager