Our financial advice team

Sandra has been a part of the team since 2018, bringing more than a decade of prior experience in banking and insurance. Sandra enjoys spending time with her family and exploring local antique shops.

After a long career in corporate order management, De was ready for something new and found her fit in client service. With a calm presence and eye for detail, she supports both clients and advisors with care and precision. Whether organizing behind the scenes or offering a warm welcome, De helps make client interactions smooth, thoughtful, and personal.

Supporting clients and advisors since 2016, Carla brings a steady, detail-driven approach to client engagement. With more than 20 years in administrative operations and strong Microsoft Office expertise, she excels at problem-solving, meeting preparation, and streamlining workflows. Outside work, she enjoys time with family.

Katie has been with the practice since 2021 and is known for her warm, personalized, and seamless experience with everyone she meets. She is a team associate that clients can rely on which serves as the foundation for genuine connections. Her three years living in Germany enriched her appreciation for people, culture, and meaningful relationships, which is the care that guides her client interaction each day.

Meghan brings a strong background in client service and administrative support. Her prior experience in an accounting firm helped her develop precision, organization, and a service-oriented mindset. She now applies those strengths to support both clients and internal operations with reliability, care, and attention to detail.

Kim is a retired teacher with a bachelor's degree in Education from Louisiana State University - Shreveport. After a 30-year career, she needed a new challenge and joined the practice. Kim works as a Client Service Assistant, creating detailed client meeting preparation for the advisors. She uses her organizational skills to ensure that advisors have all elements to provide a productive, positive experience with clients.

Sarah brings adaptability and a behind-the-scenes mindset to her role at the practice. Since joining in 2024, she has become a key support for advisors, keeping client information organized and helping clients along their financial journey. A graduate of Oklahoma Wesleyan University and Lyon College, she brings a structure, focus and professionalism to the client experience.

As Business Development Manager, Lynne creates strategies that strengthen client relationships and support the firm's advisors. With 25+ years in marketing and operations and a background leading firm-wide initiatives, she is known for connecting with people and translating insights into practical solutions that enhance the client experience.

She leads the (operational) heart of the practice, helping provide an organized, responsive client experience aligned with the firm’s commitment to planning. Her talent for turning complex workflows into smooth, dependable processes supports advisors so they can stay fully focused on clients. Her dedication to professionalism and service helps create an environment where clients feel supported and handled with care.

Sarah leads people with one core belief: when a team feels valued, supported, and empowered, they show up at their best. From navigating tough conversations to building programs that promote growth, she’s passionate about cultivating a healthy culture. With experience that crosses industries and functions, from hands on operations, to people strategy, Sarah brings heart, structure, and a dash of humor to the workplace.