David Moore, MPAS®, RFC

David Moore, MPAS®, is a Partner at Tulsa Wealth Advisors with over 26 …

Jeremy Lott, CFP®

Jeremy Lott, CERTIFIED FINANCIAL PLANNER™, is a Partner who joined Tulsa …

Max Mason

Max L. Mason has been in the financial services since 1990. He enjoys …

Ian Kiefer, CFP®

Ian Kiefer is a CERTIFIED FINANCIAL PLANNER™ professional who joined Tulsa …

Allison Griffith

Allison Griffith is a Financial Advisor who joined the Tulsa Wealth …

Derrick Sands, CFP®

Derrick Sands began his career in the financial services industry in 1984 …

Dennis Zeimet, CFP®

Dennis Zeimet, CERTIFIED FINANCIAL PLANNER™ professional, is a Partner who …

Andrew Locke, CPA

Andrew Locke, CPA, is a Raymond James Financial Advisor at Tulsa Wealth …

Andrew Steinmetz, MBA

Andy Steinmetz, MBA is a Financial Advisor who joined Tulsa Wealth Advisors …