With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Philip Lapp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Our team

Amanda Hopkins

Amanda Hopkins

Financial Planning Specialist

Personal Intro

After being in the banking world for roughly 10 years, Amanda joined us to learn about a different aspect of personal finance. She enjoys helping clients with the detailed work of building personal financial plans and implementing solutions for success. Amanda is a Weatherford native, and still resides here with her Husband, Doug, and their two daughters: Kaylee and Emma.

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Camille Lapp

Camille Lapp

Intern

Personal Intro

Economics student at Oklahoma State University.

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