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All Personnel 		Team Directory
Phone Extensions

Phone: 918-492-2150
Toll Free: 800-970-9732

Fax: 918-493-3383 or 918-492-9163

 

Ext. Name
2800 Melissa Blood, Receptionist
2801 Jodi Williams, Branch Marketing Director
2802 Mike Mazzei, CFP®, Branch Manager
2803 Daniel Moore, Branch Chief Investment Officer, Registered Principal 
2804 David Moore, RFC, Registered Financial Consultant
2806 Alicia Morgan, Client Services Associate
2807 Keith Van Dyke, CFP®, Co-Branch Manager
2808 Max L. Mason, Financial Advisor
2809 Derrick A. Sands, CFP®, ChFC, Certified Financial Planner™
2810 Kraig A. McFarland, CRPC®, Financial Advisor
2811 Kim Garcia, Executive Assistant to Mike Mazzei
2812 Debbie Roberson, Executive Assistant to Derrick Sands
2813 Cheryl Moore, Executive Assistant to David Moore
2815 Ian Kiefer, Financial Planning & Marketing Assistant
2816 Nicole Bryan, Branch Client Services Manager
2817 Heather Matlock, Client Services Associate
2818 Tammy Miranda, Branch Marketing Assistant
2819 Dennis Zeimet, CFP®, RFC, Certified Financial Planner™
2820 Jeremy D. Lott, CFP®, CRPC, Certified Financial Planner™
2821 Andrew Locke, CPA, Financial Advisor
2822 Chris Halladay, Executive Assistant to Jeremy Lott

 





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