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.


Advisors

Shane Makary

Financial Advisor

Visit Shane Makary's website


Team

Leah Gray

Administrative Assistant

Qualifications

  • Business Administration degree from Midwestern State University
  • Team member since 2009

Roles & Responsibilities

  • Specializes in client service
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.

  • Steve R Robinson Attorney at Law Lawton, OK