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.



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 Sylvia Karimian

Sylvia Karimian

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Learn more about Sylvia Karimian Visit Sylvia Karimian'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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Stephanie Kapuchuck

Stephanie Kapuchuck

Administrative Assistant,

Marketing Specialist