Our Team

I have been fortunate to work in the financial services industry for over 26 years. My career began in 1990 at Dean Witter, when I helped open their first office in Norman, Oklahoma. I helped pioneer the concept of small-market offices...

I have been an Investment Advisor for over two decades having started with Merrill Lynch in 1998. Prior to that I spent 22 years in the business world working for both domestic and international companies. The time I spent in the...

You are looking for consistent and above average returns from someone who wants tohelp you meet your financial goals. The investing methodology I use strives for excellenceby utilizing sound, well-researched investments and strategies....

Jacob McGuire, throughout his life, has witnessed the true power and influence of financial planning. As a college student at the University of Oklahoma, he started his career in the financial services industry as an intern with...

Renell Aucutt is a native Coloradoan who fell in love with Oklahoma while studying business management at Southern Nazarene University. She spent more than twenty years developing relationships and financially sound companies. She...

Taylor McGuire is a proud graduate of the University of Oklahoma and has recently joined with her husband's team at McGuire Capital. Her role at the firm is to assist both the staff and clients by using her refined attention for...

Kim Scrivner is an experienced estate planning director, who developed her expertise while working in a firm with an attorney specializing in estate and tax planning. Kim also developed vital experience with insurance products while...