Team
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Scott Villines
Sr. Wealth Advisor
(918) 928-8990
Scott Villines was born in Oklahoma but raised in Texas. He earned his Bachelor’s degree in Business Administration from the University of Houston before returning to Oklahoma in the early 2000s. Scott began his career in financial...
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Parker Conway
Wealth Management Advisor
918-928-8990
Parker grew up in Bartlesville, Oklahoma, where he developed a love for the outdoors, riding bikes to meet friends, and playing sports. After moving to Littleton, Colorado, he embraced the mountain scenery before returning to...
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Jennifer Simmons
Director of Client Operations
918-928-8990
I’m client-obsessed, process-driven, and deeply passionate about helping people and businesses grow through clarity, connection, and structure. My career has taken me through financial services, operations, and client success...
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