Broker Check

Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have sought to develop a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most comprehensive methods available.

R. Shane Fidler

LPL Registered Principal

(918) 523-0023

shane.fidler@lpl.com

Shane has been helping clients pursue independence for more than 20 years. (Click on name for full bio)

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John Greenway

Wealth Strategist-Partner, CIMA,CEPA

(480)510-6310

john.greenway@lpl.com

John Greenway has 27 years in the financial services industry. John has served in multiple positions including financial advisor, branch manager, Regional Manager, Divisional Manager, and Regional Vice-President. The breadth and...

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Lorn Lyman

LPL Wealth Advisor-Partner

918-523-0023

918-392-0307

lorn.lyman@lpl.com

Lorn arrived in Tulsa in the fall of 1981 as the Oklahoma Area Manager for Fox Photo Corp and served four years in that position. He gained invaluable experience in building businesses, management of personnel and most...

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Pete Smith

LPL Registered Principal

(918)523-0023

pete.smith@lpl.com

Pete has been in the financial services industry since 1980. He attended Northeastern State University where he played collegiate football and later attended the University of Oklahoma. Pete holds his Series 7, 24, 63 & 65 through LPL...
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Jennifer Dunn, CRPC®

LPL Registered Administrative Assistant

(918)523-0023

(918)392-0307

j.dunn@lpl.com

Jennifer joined the Fidler Wealth Management team in 2013. She received her Bachelor of Business Administration in Finance from Northeastern State University. Jennifer currently holds her Series 7 & 66 registrations with LPL Financial,...

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Megan LePhew

LPL Administrative Assistant

918-523-0023

918-392-0307

megan.lephew@lpl.com

Megan joined the Fidler Wealth Management team in 2022. She comes with 3 years’ experience as an administrative assistant.  As part of our team, Megan is responsible for general administration for the office and meeting our...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.