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.



Our advisors

David Karimian

CFP®, CRPC, APMA

Private Wealth Advisor

Chief Executive Officer of Prime Wealth Management
Learn more about David Karimian Visit David Karimian's website

Sylvia Karimian

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Learn more about Sylvia Karimian Visit Sylvia Karimian's website


Our team

Pam Woods

Pam Woods

Practice Manager,

Paraplanner

Qualifications

  • Oklahoma Life, Health and Variable Annuity license
  • Series 7, 63 and 65

Roles & Responsibilities

  • Process client transactions and money movements
  • Questions on year-end tax reporting for 1099s and cost basis information
  • Estate Settlements
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Amelia Lutz

Client Relationship Manager,

Marketing Specialist
Shea Brown

Shea Brown

Financial Planning Specialist

Personal Intro

Shea is a Senior at the University of Oklahoma studying finance and economics and aspires to be a financial advisor.

She currently assists our Advisors with daily performance analysis for our portfolios and also supports them in meeting preparation and various operational tasks.

Shea is a member of Alpha Chi Omega and Delta Sigma Pi, and Women in Finance club.

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