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Our Team
Ada
Roger Gaddis
CPA/CFP®
Partner and Senior Wealth Advisor
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Leigh Gaddis
Partner
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Tammy Byrd
Financial Advisor
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Sharyl Daniel
Client Service Associate
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Tresha Reyes
Client Service Associate
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Denison
Dave A. Reed
AIF®
Partner and Senior Wealth Advisor
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Teresa Adams
Partner and Senior Wealth Advisor
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Jessica Saltzman
Client Service Associate
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Jennifer Wineinger
Client Service Associate
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Durant
Leah Anne Brooks
MBA, AIF®, CPFA, BFA
Partner and Senior Wealth Advisor
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Jordan Haddox
Wealth Advisor/Research Analyst
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Derek Hines
AIF®
Managing Partner
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Raylee Dill
Operations Team Lead/Billing Specialist
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Lori Almon
Administrative Assistant
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Carol Hines
HR/Payroll/Accounting Specialist
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Jennifer Wineinger
Client Service Associate
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Oklahoma City
Tracie Clark
Client Service Associate
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