Our advisors

Our team

Melanie Duff

Melanie Duff

Paraplanner,

Office Manager

Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producer License
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Elizabeth Potter

Elizabeth Potter

Client Service Specialist,

Executive Assistant
Vanessa Driggers

Vanessa Driggers

Client Service Specialist

Alysha Dailey

Alysha Dailey

Paraplanner,

Event Planner

Qualifications

  • Series 7 & 66 Licensing
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Rebecca Harkey

Rebecca Harkey

Financial Planning Specialist,

Investment Specialist

Qualifications

  • Series 7 & 66 Licensing
  • Oklahoma Insurance Producers License
View more