Financial Services Coordinator
Leann was born and raised in Tulsa and is a graduate of Oklahoma State University, Stillwater, where she earned a bachelor’s degree in Business Administration prior to obtaining her Certified Public Accountant license.
She began her professional career at First National Bank of Tulsa, and later worked as a Financial Institution Examiner, and as a Senior Bank Auditor for a local public accounting firm, before returning to banking where she remained for several years in various leadership roles. Most recently, and prior to joining VWM, Leann was the Controller for the Tulsa Airports' Improvement Trust where she was responsible for the airports' finance and accounting activities and served as a point of contact for their commercial banking, bond trustee, capital market, business process and systems enhancements.
Since joining Villines Wealth Management in January 2020, Leann has become a Registered Representative and an Investment Advisor Representative. She holds both Series 7 and 66 securities licenses, and is licensed in Oklahoma for Health and Life Insurance sales.
Leann believes customer service and relationship building are two of her greatest strengths and is excited to help our clients as they plan for their financial and retirement goals. Her heart for service and love of people are evidenced by her volunteer efforts with John 3:16 Mission and her role as an Adult Literacy Tutor through the Tulsa City County Library.
An avid reader, Leann also enjoys walking, traveling, and spending time with her husband Russell and their family and friends.