Broker Check

Team

 

John Sigmon, CFP®, CFS, MBA

Principal, CERTIFIED FINANCIAL PLANNER™

(405) 329-3444

John has over 26 years of experience in the financial services industry. He chose LPL Financial as the broker dealer for the firm to provide financial strategies on an objective and independent platform.

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Jeff Pilkington, CRC®

Principal, Certified Retirement Counselor®

(405) 329-3444

Jeff is a Financial Consultant with a concentrated background in both banking and the financial services industries.

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Michael Sigmon is a CERTIFIED FINANCIAL PLANNER™ Professional and Chartered Financial Consultant with over thirty years of experience helping clients manage their total financial planning.

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Lisa Abel

LPL Registered Client Services Associate

(405) 329-3444

Lisa Abel has been part of our team since 1995. She holds a General Securities registration. Lisa assists with day to day operations and is instrumental in facilitating the relationship between clients and our advisory team.

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LaRenda Manning

LPL Registered Administrative Associate

(405) 329-3444

LaRenda Manning has worked in the financial industry since 1996. She currently holds both a General Securities registration as well as a Life, Accident & Health Insurance license.

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Ginna Bradshaw is a Registered Paraplanner℠ and assists with investment research, financial plan preparation, client reports, and database management. She is also in charge of marketing and client event planning.

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