Our advisors

Trevor Shakiba

Trevor Shakiba

Private Wealth Advisor

Learn more about Trevor Shakiba
Drew Powers

Drew Powers

Associate Financial Advisor

Learn more about Drew Powers
Tyler  Sherwood

Tyler Sherwood

Associate Financial Advisor

Learn more about Tyler Sherwood

Our team

Christina Shakiba

Christina Shakiba

Executive Assistant

Personal Intro

  • Favorite Color: My favorite color changes frequently, but right now I’d say coral.
  • Pet: I have a little dog named Smithers!
  • Hobbies: I love knitting, reading, and hanging out with my family.
  • Favorite Foods: I love Mexican food, Italian food , and Chocolate.
  • Fun Fact: I’ve run two half marathons and hopefully will get a chance to do another one at some point.
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Carissa Fratzke

Carissa Fratzke

Office Manager,

Chief Operating Officer

Personal Intro

  • Favorite Color: I'd have to say blue.
  • Pets: I don't have any right now, but I definitely want some in the future!
  • Food: I love Italian food.
  • Hobbies: I love reading, swimming, and hiking.
  • Fun Fact: I went to 8 countries before I was 20.

Qualifications

  • B.S. Marketing degree from Oklahoma Wesleyan University
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Xylina Kordish

Xylina Kordish

Financial Planning Specialist

Personal Intro

  • Favorite Color: Turquoise is my favorite color.
  • Pet: Yes, an English/ French Bulldog named Stanley.
  • Hobbies: Volunteering!
  • Favorite Foods: Appetizers!
  • Fun Fact: I like to sing and dance with my kids to songs on the radio!
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