Broker Check

Tulsa Office

7335 South Lewis Ave

Suite 306
Tulsa, OK 74136

Mesa Office

2929 North Power Road Suite 101

Mesa, AZ 85215

Team

How We Work

How We Work

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 developed 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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

John Greenway

John Greenway

Wealth Strategist-Partner, CIMA,CEPA

(480)510-6310

Lorn Lyman

Lorn Lyman

LPL Wealth Advisor-Partner

918-523-0023

918-392-0307

Jennifer Dunn

Jennifer Dunn, CRPC®

LPL Registered Administrative Assistant

(918)523-0023

(918)392-0307